Slats
Level 4
Activity Feed
  • I would not rely on "bundling" these separate CD IRA's, hoping to pass the once a year direct rollover by the owner. I would have the transfer done Trustee to T...
    Slats
    Feb 12, 2023
  • Dear rkhardegree, Interesting. I checked my task scheduler and did not find ProSeries updater working. I remember in 2020 and before being able to schedule upda...
    Slats
    Jan 26, 2023
  • Dear khardegree, My thoughts are with you and this struggle. I did not have to run the tool again this morning, however, I did get a notification that my softwa...
    Slats
    2
    Jan 26, 2023
  • Thank you. I've looked at other providers, just didn't research deeply enough. Being creatures of habit, we who are intimately familiar with ProSeries like the ...
    Slats
    Jan 26, 2023
  • Thankfully this solution works. And, NO, (empasize!) You will not lose your work or files that were completed. Just another annoying frustration for 23'. Hooray...
    Slats
    Jan 26, 2023
Community Stats
Posts 44
Solutions 0
Cheers Given 145
Cheers Received 42
Member Since ‎02-22-2020
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