BillT2
Returning Member

Get your taxes done using TurboTax

Ar you trying to get the banks  info or mutual fund info? My understanding is all the USAA mutual funds were taken over by Victory Capital - mine were. They are still called USAA funds but are so in name only. So give my suggestion a try- use the USAA/Victory funds as the mutual fund company and see if it works. My bet is that it will. Again, do not use either the USAA or the Victory funds since. alone, they will not work.