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

teledice13
Level 1

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 Comment 1
Just-Lisa-Now-
Level 15
Level 15

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-dat...


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