I appreciate your quick response but when I go to Stocks, Mutual Funds, Bonds, Other I see my investment sales summary but there is no option review. The option I have is update and it takes me back to the sale I have entered but does not give me anywhere to put the financial institute. I am using intuit turbotax Premier CD. Please let me know if I need to enter the financial institute or if it is not needed. I need help with this. Is there a phone number for me to call or can you let me know what else I can do.
Thank you
