topic Re: Problems importing from Pershing/NetXInvestor in Get your taxes done using TurboTax

Problems importing from Pershing/NetXInvestor

c35977 — Tue, 24 Feb 2026 08:30:00 GMT

My Pershing portfolio consists of 2 accounts. There is a single p/w for the portfolio and no p/w for the individual accts. TurboTax imports data (1099s and transactions) via NetXInvestor properly for one account but ignores the other. I can view and print tax docs for both accounts from the brokerage and NetXInvestor. This occurred for both the 2021 and 2022 tax years. Would appreciate suggestions.

Re: Problems importing from Pershing/NetXInvestor

Anonymous_ — Sun, 03 Dec 2023 15:31:29 GMT

How do I contact TurboTax? (intuit.com)

Re: Problems importing from Pershing/NetXInvestor

Mike9241 — Sun, 03 Dec 2023 17:23:40 GMT

You may have better luck contacting Pershing since they may know of a work-around. note that some brokerages close off importing after a certain date.

Re: Problems importing from Pershing/NetXInvestor

TXPrevost — Mon, 26 Feb 2024 18:55:30 GMT

Contacting Pershing/NetXInvestor is of no help. They suggest contacting Turbotax.

Is the issue that NetXinvestor has one ID/PW for the blanket account and Turbortax is expecting a unique ID/PW combination for each account?

Manually entering this information sucks. That's the reason for the import in the first place. I'm pretty sure Turbotax doesn't give a **bleep**.

Re: Problems importing from Pershing/NetXInvestor

CatinaT1 — Mon, 26 Feb 2024 19:31:30 GMT

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

See the following TurboTax Help articles for potential fixes:

Re: Problems importing from Pershing/NetXInvestor

icedtea4u2day — Mon, 11 Mar 2024 17:00:44 GMT

Agree. I contacted Cetera (Pershing/NetInvestor) they say to contact TurboTax.. Turbotax says it's a problem with Netxinvestor. Customer is caught in the middle. It would seem that they could work it out ....rather than pass the buck