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Get your taxes done using TurboTax
Contacting Pershing/NetXInvestor is of no help. They suggest contacting Turbotax.
Is the issue that NetXinvestor has one ID/PW for the blanket account and Turbortax is expecting a unique ID/PW combination for each account?
Manually entering this information sucks. That's the reason for the import in the first place. I'm pretty sure Turbotax doesn't give a **bleep**.
‎February 26, 2024
10:55 AM