sheinz
Level 3
12-06-2019
10:58 PM
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I am still waiting on the Wells Fargo issue to be solved. My client tried to download Wells Fargo's brokerage info - Div, Int, and B and was unable to download. The client easily downloaded the TDAmeiritrade brokerage information at the same time. ProSeries needs to provide a direct phone contact number with a knowledgeable tech to help resolve this matter. The techs you get connected to after waiting over an hour have no idea how to resolve this.