I had a nasty call last week with my Ameriprise broker about this. Told him that if I get another document ID with 0's that look like 0's (or is it the reverse?), I was closing my accounts. It's just stupid.
I also pointed out that Turbo Tax masks document ID's with *'s, and does not provide a Reveal Character button. He claimed it was TurboTax that requires that, so I pointed out that TT does not mask doc ID's of Baird and other firms. But, if a TurboTax rep is monitoring this thread, can you please give us a button that will allow us to read what we've entered? When trying to figure out why we can't download & import our brokerage info, it would be more than helpful to be able to quickly confirm that we've typed things correctly.
