Bravo rfreiss for cracking the code - it worked for me! You have incredible patience! Thank you.
TURBOTAX - What kind of nonsense is this with a financial ID or financial institution code just to log in to import my data? All the others are just a user ID and password, which should be secure enough. How about giving a hint as to where one might find this mysterious code? I tried the EIN and looking all over the relevant 1099 for some oddball code and nothing. I finally searched the web and found rfreiss's generous answer.
Why don't you make it a little more complicated?! I only spend half an hour to find that ridiculous code! Don't go blaming it on Pershing. Come on, guys, your product is supposed to make life easier, not more difficult.
