I have two Pershing accounts. How do I download income from the 2nd account?

lilbikerbart · ‎April 14, 2022

When attempting to connect to BNY MELLON | PERSHING the second time Turbo Tax does not allow me to enter new authentication information. It automatically connects with the prior information and pulls down the forms that I already have.

Mike9241 · ‎April 14, 2022

contact Pershing for help.

lilbikerbart · ‎April 17, 2022

Thank you Mike. It turns out that Pershing combined all of the account even though some were from different brokers. I only needed the single sign in to pull down information.

CarissaM · ‎April 17, 2022

We are happy to hear your issue has been resolved. Please let us know if we can assist you further. @lilbikerbart

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I have two Pershing accounts. How do I download income from the 2nd account?