Import 1099 pershing llc

Forum|Forum|7 years ago
June 4, 2019
4 replies
27 views

How do I import data from Voya Financial Advisor's which is using Pershing LLC for the clearing house for Data?

TurboTax Deluxe Windows

Best answer by rfreiss

This is not easy. You need to find your Institution Number which is not really part of your account number.

example 3z5-xxxxxx Institution is 3z1 really.

Go to the site to find your Institution number.

https://www.netxinvestor.com/web/netxinvestor/login

Put in the first three characters of you account number into lookup.

ie 3z5 or something else.

Now you have the real Institution number.

This can now be used by the import tool in Turbo tax.

UserNname

Account Institution

Password.

rfreissAuthorAnswer

Level 2

This is not easy. You need to find your Institution Number which is not really part of your account number.

example 3z5-xxxxxx Institution is 3z1 really.

Go to the site to find your Institution number.

https://www.netxinvestor.com/web/netxinvestor/login

Put in the first three characters of you account number into lookup.

ie 3z5 or something else.

Now you have the real Institution number.

This can now be used by the import tool in Turbo tax.

UserNname

Account Institution

Password.

NJbgor

Level 2

Not working!

sherlock77

Level 2

Select NetXInvestor from the drop down list. I found this out by accident in a state of sheer terror.

Taxes___AmIRight

Level 2

I cannot get this to work at all. I was using Motif Investing which over the years imported first as Pershing Then as Motif, now Motif has closed and I cannot import through them even though Motif still shows up in th list. I am assuming NetXInvestor should work.

I sucessfully logged in to NetXInvestor(Pershing) and can view my 1099 on their website but I cannot Import it into TurboTax using the exact same "Financial Org #" which I am Assuming is the same thing as "Financial Institution Number" (Turbotax uses both phrases on its form, NetXInvestor uses Org during login). I don't know why this is happening I am positive I am typing my User ID and password exactly as I do to get into the NetXInvestor website. I signed up for e-delivery of tax forms through NetXInvestor in case that matters but still no dice. Anyone else in the same boat? Anyone get it to work?

Mr-B

Level 3

I'm in same situation. I couldn't get my 1099 imported. I tried with Motif investing and also with next investor.

Please tell us if you've find us a solution.

mo785

Level 2

I can't even log in to the netxinvestor site. Is the user ID different than the user name (email)? I need to call the number listed here https://info.folioinvesting.com/motif-faqs#documentation and I have low hopes they will return my call..