I’ve recently changed brokers to Pearler and am having issues importing my holdings into Sharesight. I’m new Pearler I haven’t technically made any trades through Pearler, despite my large portfolio. I’ve made a portfolio in Sharesight and followed the instructions given by Sharesight to attempt to import my holdings from Pearler into it.
I keep getting a message from Pearler up on my screen that states I have no transactions to sync, although my Pearler account does say I’m synced. No holdings are showing up on Sharesight. The Pearler haven’t been able to figure out the issue either. Has this happened to anyone else on this forum?