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Get your taxes done using TurboTax
After reading the reviews for trouble signing in on NetXInvestor Pershing back in 2021 and 2022, I experienced the same problem with trying to connect today March 22, 2024.
The client used the same login to her brokerage, however, when the client used the same credentials to login to the brokerage account in TTO, the message says there "There was no account found".
All reports in this area, all say no problems for the last 5 years, but now since 2021, this link with Pershing is no successful.
March 22, 2024
11:15 AM