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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 Reply
SusanY1
Employee Tax Expert

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

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).  

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