I have (or thought I had) imported data from two financial institutions (Baird and Ameriprise) but the data has not shown up! The process is a little different this year. one is directed away from TT, the necessary identifiers input. The screen goes all wavy while the transfer is happening then it says something to the effect that TT has our data and we can return to TT. In my case, nothing shows up in my return! I have imported from Baird before but not Ameriprise. The Baird identifiers are familiar. I have had dialogue with AI help. They talked about the import file may be corrupt (but how would I ever find out about that)? They also said to ensure my software is up to date, so I uninstalled and reinstalled and updated - no dice!
Is this a problem with the program this year? How do I reach the conclusion I must manualy input?
