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See what's trending for the November 15th deadline (Form 990) and resources for the upcoming tax season. View ProSeries Hot Topics.
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- Re: How can I import or download investment info into Pro Series? Such as from Morgan Stanley
How can I import or download investment info into Pro Series? Such as from Morgan Stanley
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teledice13
Level 1
02-23-2022
08:08 AM
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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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Just-Lisa-Now-
Level 15
02-23-2022
08:27 AM
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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
♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
