Solved
ProSeries Import function
Encountering Error Code 1 when attempting to import data directly from a financial institution. No solution after 2 months.
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Did you find out anything?
Hi, sorry for my delay about this, here is what I know. We have an open Investigation around this unexpected behavior with the following context:
Apex and Betterment , Raymond James , AmeriTrade give an error Code 1 after data is imported into the client file with 1099-B data.
Charles Schwab gives error: You can ask the financial institution if you'll get this form, and return to import it when it's available.(902)
If you already have the info, you can enter it by hand. (902) AmeriTrade Error 1
FIDO Fifth & Third Bank no error code just message forms are unavailable
Based on the information above, we have an update anticipated for 4/22 (today). If that update goes live, we recommend trying again to re-pull that FIDO , or alternatively use the Scan and Import feature. Today's update should be live (it typically is provided around 3pm, EST) but if for any reason that update does not go live today, I will reach out to confirm new release date.
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