Using Turbotax this year to once again import National Financial Services 1099s. This year, Turbotax (new to me) is asking for a WealthScape Investor ID. Last year, they (Turbotax) popped a user/pass window and asked me to log into my brokerage account. Since I don't have a WealthScape Investor ID, I tried (on mystreetscape.com/auth) to register for a new one. Prompted for my first, last, DOB & last 4 SSN, WealthScape said it didn't match records (of course it does), and said I needed to contact my broker. I did, and they knew absolutely nothing about WealthScape and suggested I contact Turbotax.
So, ball's in your court TurboTax. How do I get a WealthScape Investor ID and Password.
K...
