Import 1099 pershing llc

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.

Not working!

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

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?

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.

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..

User Id is not my email address in my case. It is different.

By the way, TT gives option to enter summary of sale by category (short/long/covered/non-covered..). No need to enter 100s of individual sales. If all you sales are reported to IRS (covered), no need to snail mail anything.

You can securely import your 1099-B, 1099-DIV, 1099-INT, 1099-OID, or 1099-R into TurboTax, provided your broker or financial institution participates in our TurboTax Partner program.

When you get to the place in TurboTax where we ask if you received that form, answer Yes and we'll give you the option to import.

You can also jump straight to the section for your specific 1099 form. Here's how:

1. Sign in to TurboTax and open or continue your return. 
2. Search for 1099-B and select the Jump to link in the search results.
3. Follow the screens and you’ll be able to import your form.

Tip: Be sure to select the right financial institution or brokerage from the list. For example, several participating partners' names start with First National Bank and if you select the wrong First National Bank, you won't be able to import.

You can import up to 1,500 transactions from your financial institution in TurboTax Online.

Go here to see how to take a picture of your 1099-MISC in the mobile app.

Related Information:

• Which 1099 forms can be imported?
• Which 1099 forms are not available for import?
• When will I be able to import my 1099?

Even i've the same issue. Did anyone find a solution?

I'm getting the same message.

tried this "Look Up" with no luck.

Called my broker at Maxim / Pershing LLC and he said "I dont think we participate in the turbotax upload.

You may need to check your brokerage to see if they are allowing third-party access. Since you have done this, you may have to manually enter your forms.  For more details, please see below:

Although the following Help Article is for Schwab, it is possible that your brokerage has restricted TurboTax's access to your statements unless you grant consent, and you might need to do something similar to what is described here How can I fix my 1099 import issue?

Exact same Issue for me... spent 1 1/2 hours on phone with Intuit and was not able to resolve.  I was going to try and call Pershing during week to see if they have answer.  Probably get no where and have to hand type... very annoying.  The whole Motif just secretly closing down was weird too.

same issue, any solution or alternate?

@rok Have you looked over this help article for assistance with importing your 1099? How can I fix my 1099 import issue?

If this article doesn't offer any further help, please reach out to our live representatives for assistance: Contact TurboTax

So I called Pershing /  net investor and left a voicemail which surprisingly was returned.   Bottom line:  Motif did not pay to have Netxinvestor set up to import into Turbo Tax.    Motif shut their doors, sent money back to investors and went out cheap.   Your only resolution is to manually enter your 1099 B into Turbo Tax.    However this is really not a big deal because TurboTax allows you to enter the total amount of capital gains and dividends and there is no requirement to enter enter each individual trading transaction.  I have two 1099B’s from motif one is 108 Pages while the other one is 216 pages that would be quite a lot of entries if I had to enter each transaction.  Note that you must distinguish and enter the subtotal of short term capital gains and the subtotal of long-term capital gains from the 1099B separately when you enter into TurboTax.  Therefore  look for the sub total amount on your netxinvestor 1099 for the short term gain transactions and the subtotal for the long-term gain transactions.   Then look at this section for dividends and enter the sum total of dividends from the 1099B. This is actually quite simple and only  took me a couple minutes.  There was never any need to enter or import all the individual transactions from the motif account so I wasted my time trying.   

Just wanted to say thank you for posting this update. I have been trying for over an hr to get this to work... I'm relieved to hear that i can do just summary. Thanks for write up!

yes...same thing here :(

Help with importing your 1099 has been provided by clicking here. 

Bravo rfreiss for cracking the code - it worked for me! You have incredible patience!  Thank you.

TURBOTAX - What kind of nonsense is this with a financial ID or financial institution code just to log in to import my data? All the others are just a user ID and password, which should be secure enough. How about giving a hint as to where one might find this mysterious code? I tried the EIN and looking all over the relevant 1099 for some oddball code and nothing. I finally searched the web and found rfreiss's generous answer.

Why don't you make it a little more complicated?! I only spend half an hour to find that ridiculous code! Don't go blaming it on Pershing. Come on, guys, your product is supposed to make life easier, not more difficult.

same issue

I know that I have all the information correct in terms of Financial Institution number, user ID, and password.  When I enter them, the "Continue" stays gray, and I cannot click it. WHY??? 

Any help would be appreciated because I do not want to spend hours entering this by hand since I am supposed to be able to import it!

Please see the Help Article here for further instructions.  The details mention Charles Schwab, but this is for example purposes.  

If this still does not work, please reach out to us directly using the Help Article here.  This ensures you will get to the correct department as quickly as possible.  

@lkp1