I agree, the financial code varies for each customer. I need to use this code every time I log into my account with NetX. Mine is prefilled in usually so I only...
I notice you have a lot of responses. Based on my experience last year, I still encourage you to hang tight. I received my paper copy of my 1099 from Pershing b...
My suspicion is that you are trying too early to file. I called a week ago and they said Pershing wouldn't be available for import until mid March. I suggest yo...
Darn! I categorized all my transactions this week by hand and e-filed. I guess they didn't want to give me false hope that they were working on a fix. Great new...
My transactions include wash sales so I am not able to report summaries. I have never had to do this in the past and have yet to receive an explanation from Tur...
