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.
02916
2 Replies
CatinaT1
Expert Alumni
Mar 7, 2025 12:51:28 PM
If you are using TurboTax Online, try importing using a different browser.
See the following TurboTax Help articles for potential fixes: