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Employee
March 17, 2021
Question

import

  • March 17, 2021
  • 1 reply
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I hit skip import thinking I could come back to import my financial institution info later but now it's not giving me the option to import.  How do I get back to be able to import from my broker.

    1 reply

    WendyN2
    March 17, 2021

    Here is an easy path to get to that screen : Personal > Personal Income > select "walk me through everything" > and here you will see the "Import Summary" item you can then view and add/delete from there.