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Level 2
posted Mar 19, 2025 3:21:59 PM

Unable to import from LPL Financial

I am having trouble using the import tool to get tax data from LPL Financial. Message says "The import was unsuccessful.        There isn't any tax-related info to import right now. ....

 

I remember there was a problem with importing from LPL in 2022. But, I could find evidence that this was a problem and it was being worked on. This time, I can find no commentary on this problem. 

 

I have several LPL accounts, and I really do not want to input all the information manually. It usually works so effortlessly.

 

Sugestions?

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1 Replies
Expert Alumni
Mar 21, 2025 8:44:07 AM

There was an update last night that MAY have solved your issue. Make sure you have the most updated software and try again.