Can we import Pershing LLC for 2025?

catjean49 · ‎April 9, 2026

maglib · ‎April 9, 2026

@catjean49 you should be able to. First make sure that 3rd party access is enabled at Pershing. When you go Turbotax to the section of the interview for Investment Income, you will choose ADD investments, type into the import screen and Pershing comes up. You ill have to enter your investor ID and password and it easily transfers. Note make sure to do each account separate and name them.

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Can we import Pershing LLC for 2025?