MarilynG1
Expert Alumni

Get your taxes done using TurboTax

At the import page, start typing 'Netx' and you'll see Netxinvestor Pershing in the Search Results below.  Double-click on it, and you'll be taken to the Netxinvestor Sign In page.

 

Some hints for importing:

  • Make sure your broker account allows 'third party access' (you may need to enable this in your account settings)
  • Turn off all anti-virus programs (here's How to Turn Off Anti-Virus Programs)

@NChristie 

@fjwagner713 

@jagdishy 

 

 

 

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