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March 30, 2023
Question

Import Axos data

  • March 30, 2023
  • 1 reply
  • 0 views

I am trying to import data from Axos Advisor Services. I enter my name and password and go to import the data. However the "Skip Import" button is the only one that is activated.It will not let me past this point. Any suggestions other manually entering the data?? Thanks.

    1 reply

    March 31, 2023

    Please see What if I can't import my 1099? for instructions.

     

    If you need additional assistance, please feel free to contact Customer Support so you can speak with someone who can assist you. 

    @WalnutHills