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- Has anyone else had trouble downloading Edward Jones 1099's to ProSeries
Has anyone else had trouble downloading Edward Jones 1099's to ProSeries
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dsappenfield12
Level 2
04-05-2023
11:30 AM
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I keep getting an error saying the uid or pw is not correct and I have confirmed with my client is credentials to login to edwardjones.com
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PATAX
Level 15
04-05-2023
01:37 PM
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i do not do the direct download. but recently received edward jones 1099 statements via their secure portal. was able to access and print statements of clients with no problem. maybe just print it out, instead of direct download.
