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Level 1
posted Feb 15, 2021 9:37:05 AM

Import from Investor360 Only Imports Data for One Account

With TurboTax 2020 the Import from Investor360 only imports the data for one account.  I have multiple Investor360 accounts under the same username and password.  How do I import data for the other accounts?

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1 Replies
Level 1
Feb 15, 2021 9:41:55 AM

Maybe the problem is that the information for the other accounts are marked as Preliminary.  I  will try again when they are finalized.