I'm using Turbo Tax Premier. The software is on my computer. I know the name of the institution, their financial name and number and I know my account information. I cannot import the information into TT. When I try I get a message that the import was unsuccessful. I've talked to Pershing twice and they just don't seem to get it. They first told me it was because of the limits of the on line version....which I am not using. They then suggested I talk to TT. If I should be so lucky to talk to TT I'm sure they would tell me it isn't their problem. I've got multiple accounts and it's going to be a real pain to type all of this in.
