Problems importing from Pershing/NetXInvestor

[c35977]

My Pershing portfolio consists of 2 accounts.  There is a single p/w for the portfolio and no p/w for the individual accts. TurboTax imports data (1099s and transactions) via NetXInvestor properly for one account but ignores the other. I can view and print tax docs for both accounts from the brokerage and NetXInvestor.  This occurred for both the 2021 and 2022 tax years.  Would appreciate suggestions. 

[Anonymous_]

How do I contact TurboTax? (intuit.com)

[Mike9241]

You may have better luck contacting Pershing since they may know of a work-around.  note that some brokerages close off importing after a certain date. 

[TXPrevost]

Contacting Pershing/NetXInvestor is of no help.  They suggest contacting Turbotax.   

Is the issue that NetXinvestor has one ID/PW for the blanket account and Turbortax is expecting  a unique ID/PW combination for each account?   

Manually entering this information sucks.  That's the reason for the import in the first place.  I'm pretty sure Turbotax doesn't give a **bleep**.  

[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?

[icedtea4u2day]

Agree. I contacted Cetera (Pershing/NetInvestor) they say to contact TurboTax.. Turbotax says it's a problem with Netxinvestor. Customer is caught in the middle. It would seem that they could work it out ....rather than pass the buck