Importing brokerage transactions

[NChristie]

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.

[CatinaT1]

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

See the following TurboTax Help articles for potential fixes:

• What if I can't import my 1099?
• How can I fix my 1099 import issue?
• How do I import my 1099s?
• How do I enter a large number of stock transactions in TurboTax?

[NChristie]

Using TurboTax desktop