I'm unable to import my brokerage transactions on TT desktop. Keep getting error message and to contact advisor. Advisor is unable to help. User name, financial institution #, PW all correct.

If you are using TurboTax Online, try importing using a different browser. See the following TurboTax Help articles for potential fixes: What if I can't import my 1099? How can I fix my 1099 import issue? How do I import my 1099s? How do I enter a large number of stock transactions in TurboTax?

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NChristie

Level 2

Question

Importing netxinvestor/pershing

Forum|Forum|1 year ago
March 7, 2025
8 replies
65 views

I'm unable to import my brokerage transactions on TT desktop. Keep getting error message and to contact advisor. Advisor is unable to help. User name, financial institution #, PW all correct.

CatinaT1

Alumni - Intuit

If you are using TurboTax Online, try importing using a different browser.

See the following TurboTax Help articles for potential fixes:

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

NChristieAuthor

Level 2

I'm using TurboTax desktop, not online. Is the issue that TurboTax and Netxinvestor are not interfacing with each other?

fjwagner713

Level 2

Same issue. I had no issues with other institutions. Pershing was extremely late with 1099's, so I am hoping that the import file is not available yet and that it will work soon.

jagdishy

Level 2

I am having the same problem. Does not allow import from my NetxInvestor account. There are a lot of transactions to deal with in the 1099s to enter manually. Please fix this issue ASAP.