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
01644
1 Replies
SusanY1
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).