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Level 1
posted Feb 15, 2021 10:55:20 AM

Has anyone been able to import Ally investment info yet? I used the APEX clearing bank with 10- added to my account number and my SSN for a password. No luck.

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3 Replies
Level 1
Feb 16, 2021 4:57:45 PM

I've tried as well but cannot get it to work. It keeps saying 1099 not available for the account number. 

Level 1
Feb 16, 2021 7:10:19 PM

Update:  I spoke with Intuit today.  They say that APEX Clearing uploads won't be available until Feb 18.

Level 1
Feb 17, 2021 5:39:33 PM

Thanks for the update. I just tried now and it's working. Finally!