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kemaann
New Member

Wells Fargo Advisors Import still not working

Fidelity Brokerage tax statements downloaded just fine. Cannot get from Wells Fargo. WF said to change browsers, which i did, still unable to import tax info from Wells Fargo

xelhamex
New Member

Wells Fargo Advisors Import still not working

Last year I found the problem with importing Wells Fargo advisor data.  Your password cannot have special characters, just upper, lower, numbers.  I imported my data this year and had no problems.

I hope that helps

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