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Year end statement import from Primerica Shareholder Services
When I try to import my year end statement, everything looks good, Primerica Shareholder Services is on the import list. It then asks for a nine digit account number. Problem is that my account number is three letters, followed by six digits. It fails with "The login you entered is invalid". Any tricks to get past this? Since they use Pershing, I also tried selecting that without success.
2 weeks ago