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After you file
can you log into this second individual account? you need the login ID and password. if so, it can be imported, but this import must be done separately. Please note TT's disclaimer as to accuracy. different brokerages have different methods for importing into TT if they offer it at all. There is one where you need to import each account separately because to import you need the account # and a document ID # which is unique for each a/c.
‎July 28, 2019
5:12 PM