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Level 2
March 7, 2025
Question

Importing brokerage transactions

  • March 7, 2025
  • 2 replies
  • 29 views

Why can't I import my netxinvestor/pershing brokerage transactions? The PW, username and financial institution # are correct. Keep getting error message and to speak with financial advisor. But he has no clue.

    2 replies

    CatinaT1
    Level 15
    March 7, 2025

    If you are using TurboTax Online, try importing using a different browser.

     

    See the following TurboTax Help articles for potential fixes:

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    NChristieAuthor
    Level 2
    March 7, 2025

    Using TurboTax desktop