I found the same info online. When I called, I found that Cetera is actually an individual broker who will only be able to provide information if your accounts are with them. The girl I spoke to, however, was exceptionally helpful though as we made that discovery lol. I found the Financial Institution/Financial Organization number from Pershing (broker/dealer), and from my financial advisor. Mine are different than the 1st 3 digits of my account number.
**I'm still having trouble finding out why only 1 of my 2 NetXInvestor accounts is able to be imported. A call to TurboTax resulted in a suggestion to download another version (assuming file corruption) which is how I got this year's version, so that doesn't make sense. I'll be making another call to the help center today. I'm very disappointed and frustrated with this whole process!!!
