I'm unable to import my brokerage transactions on TT desktop. Keep getting error message and to contact advisor. Advisor is unable to help. User name, financial institution #, PW all correct.

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?

TurboTax

File with experts
File your taxes
Experts at your fingertips

An expert helps with your taxes, or does them for you
TurboTax Expert Full Service

TurboTax Expert Assist

TurboTax Self-Employed
Prior year taxes
File myself
File myself
Do it yourself

We'll guide you step-by-step
TurboTax Do It Yourself

TurboTax Self-Employed

TurboTax Desktop
TurboTax Free

Activate your product

Prior year taxes
Business
Business
Business taxes

Get your T2 corporate return done right, your way
TurboTax Business

TurboTax Business Desktop
Tax situations
Tax situations
Tax situations

Find extra guidance for your big life moves
For investors

For 25 and younger

For self-employed

For new to Canada

For life changes
Resources
Resources
Resources

Explore tax tools, get tips, and read reviews
Personal income tax calculator

RRSP savings calculator

Learning hub

TurboTax support (FAQ)

TurboTax community
Pricing

NChristie

Level 2

Question

Importing netxinvestor/pershing

Forum|Forum|1 year ago
March 7, 2025
8 replies
49 views

I'm unable to import my brokerage transactions on TT desktop. Keep getting error message and to contact advisor. Advisor is unable to help. User name, financial institution #, PW all correct.

CatinaT1

Level 15

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

See the following TurboTax Help articles for potential fixes:

**Say "Thanks" by clicking the thumb icon in a post. **Mark the post that answers your question by clicking on "Mark as Best Answer"

NChristieAuthor

Level 2

I'm using TurboTax desktop, not online. Is the issue that TurboTax and Netxinvestor are not interfacing with each other?

fjwagner713

Level 2

Same issue. I had no issues with other institutions. Pershing was extremely late with 1099's, so I am hoping that the import file is not available yet and that it will work soon.

jagdishy

Level 2

I am having the same problem. Does not allow import from my NetxInvestor account. There are a lot of transactions to deal with in the 1099s to enter manually. Please fix this issue ASAP.