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Importing multiple Wealthfront accounts not working
This looks like a defect/bug.
I have 3 brokerage accounts and 1 savings account in Wealthfront. When I import my Wealthfront accounts, I see that they're all listed in the Import Summary page. But when I go to "review" them, one of the 1099-DIV is not listed. When I go to Forms mode, that 1099-DIV doesn't exist. WHY???? Do I have to manually add the one that isn't there?
‎April 10, 2025
9:42 AM