Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.
Find the broker's official name and search with that. Sign into your brokerage account before you import to see how the name is reflected on their website and search for that name. Sometimes the most difficult part of importing is choosing the correct partner account from the list.
If you get an error, make sure you are trying to import from the correct website before you contact your financial institution. As you may not have selected the correct name. Some brokers have multiple sub-brokers that have very similar names.
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