sheinz
Level 3
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.
0 Cheers