sffdib
Level 5
06-30-2021
02:03 PM
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If you have not imported before, and you start, you will be disappointed. It is a disaster. The program who coded the form should be fired. I have a client with several transactions and brokerage. Several trial and errors, and calling tech support who were not helpful. It took me 4 hours to get everything done. It works if you have one form and one brokerage.