I cannot get this to work at all. I was using Motif Investing which over the years imported first as Pershing Then as Motif, now Motif has closed and I cannot import through them even though Motif still shows up in th list. I am assuming NetXInvestor should work.
I sucessfully logged in to NetXInvestor(Pershing) and can view my 1099 on their website but I cannot Import it into TurboTax using the exact same "Financial Org #" which I am Assuming is the same thing as "Financial Institution Number" (Turbotax uses both phrases on its form, NetXInvestor uses Org during login). I don't know why this is happening I am positive I am typing my User ID and password exactly as I do to get into the NetXInvestor website. I signed up for e-delivery of tax forms through NetXInvestor in case that matters but still no dice. Anyone else in the same boat? Anyone get it to work?
