Under Import, went through the steps to get my client the email.  From there she put in my ID and password for my Proseries account and asked to download the 1099B.  But got hung up from there.  She put in her brokerage ID and password for her account.  Anyone know where it goes from there?

She has one of those robo accounts with a jillion trades.  If I cannot get a download, can I just put in the brokerage name and the sum, say, of  the short or long term trades with gain or loss, a date of sale (even though there are several), various as purchase date, reported on 1099 with basis info and label L or S?  Will the IRS accept a summary rather than individual trades?

A