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teledice13
Level 1
February 23, 2022
Question

How can I import or download investment info into Pro Series? Such as from Morgan Stanley

  • February 23, 2022
  • 1 reply
  • 14 views

I was wondering since I am new to this software if there is a way to import investment info from an investment house such as Morgan Stanley?  I used to be able to do that in Turbo  thanks

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1 reply

Just-Lisa-Now-
Just-Lisa-Now-Intuit Community Champion
Intuit Community Champion
February 23, 2022

Ive never done it, I dont trust imports, Id much rather input manually, it kinda looks like a hassle since youre working with a client account that you dont have direct access to, but heres the instructions

https://proconnect.intuit.com/community/import-transactions/help/importing-financial-institution-data-into-proseries-with-tax/00/98537

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