jim@1 ✭✭

Success! I thought I had done everything as shown above but still didn't work. This morning I tried to setup my wife's account. Since all holdings were just transferred from another brokerage to Weal…

I have created a new account with Wealthscape and can't get Wealthscape to setup download. I get an "Oops we are having a problem" "Custom-0 "Error. I am able to log into the Weal…