sjrcpa
Level 15

I have experienced the inability to extract certain pages - noncovered transactions- from multi page brokerage statements. Can't remember the names but I think Merrill Lynch was one.

My workarounds:

Print on paper and scan the pages I need and then attach

or Enter the transactions in the software,

It does have something to do with the security.

We also use Acrobat DC.

 

P.S. I haven't gotten the loopy thing (yet). I just get told I don't have permission to do that/I need the master password.


The more I know the more I don’t know.