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BNY Pershing Desktop Partner Connection BUG

TT Deluxe Version on Import Band and Brokerage Section

Once import BNY Pershing password is entered and the "human - I'm not a robot" verification is confirmed, you are taken to the "Let's get your forms" page, see below. The "Learn more" hyperlink is broken and the "OK" button to auto import when forms is broken (not active).

 

Please fix these bugs which have not been an issue in a decade of using TT.

Let's get your forms

You can ask BNY Pershing if you'll get tax forms this year, and return to import when they're available. If you already have the info, you can enter it by hand. (902)

Auto-import my BNY Pershing forms for me when they're ready. Learn more
 
 
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