We apologize for the inconvenience! Just email a few details about your account and we'll get right to working on getting your brokerage account to import.
Our team can be reached at [email protected], if you can answer a few questions below it'll help us get you up and running more quickly:
1. What type of accounts (e.g. IRA, 401k) are not importing successfully into your portfolio?
2. What url do you use to log in to this account online? (e.g. https://trading.scottrade.com/default.aspx)
3. If you use Quicken software or mint.com, are you able to successfully import your account there?