Data was not Recognized/Uploaded Correctly by Smart Import?

Smart Import is powered by AI, which can sometimes miss or misinterpret data from your uploaded files.

For any data that is missed, we recommend either re-uploading the file, clarifying data in the uploaded file, and then re-uploading, or simply entering certain data points manually into the financial plan.

For any recurring issues with importing data from a file, we recommend reaching out to the Support Team.
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