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New Member
posted Feb 18, 2025 11:23:04 AM

problem inporting brokerage account info. S/W ask for Investment ID# which is not on any statement

Accounts in question are Edward Jones and Fidelity Investments

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1 Replies
Expert Alumni
Feb 23, 2025 4:03:11 PM

The investment firm should be able to provide this ID number. It can vary based on a variety of factors (there isn't just one for all of Edward Jones or Fidelity).