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L
lilbikerbart
April 14, 2022
Question

I have two Pershing accounts. How do I download income from the 2nd account?

  • April 14, 2022
  • 1 reply
  • 0 views
When attempting to connect to BNY MELLON | PERSHING the second time Turbo Tax does not allow me to enter new authentication information.  It automatically connects with the prior information and pulls down the forms that I already have.

1 reply

M
Mike9241
April 14, 2022

contact Pershing for help. 

L
lilbikerbartAuthor
April 17, 2022

Thank you Mike.  It turns out that Pershing combined all of the account even though some were from different brokers.  I only needed the single sign in to pull down information.

C
CarissaM
April 17, 2022

We are happy to hear your issue has been resolved. Please let us know if we can assist you further. @lilbikerbart

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