topic I need a WealthScape Investor ID, don't have, and fail to register with first, last, DOB & last 4 SSN. Now What? in Get your taxes done using TurboTax

I need a WealthScape Investor ID, don't have, and fail to register with first, last, DOB & last 4 SSN. Now What?

kevin01obrien — Thu, 13 Feb 2025 22:21:18 GMT

Using Turbotax this year to once again import National Financial Services 1099s. This year, Turbotax (new to me) is asking for a WealthScape Investor ID. Last year, they (Turbotax) popped a user/pass window and asked me to log into my brokerage account. Since I don't have a WealthScape Investor ID, I tried (on mystreetscape.com/auth) to register for a new one. Prompted for my first, last, DOB & last 4 SSN, WealthScape said it didn't match records (of course it does), and said I needed to contact my broker. I did, and they knew absolutely nothing about WealthScape and suggested I contact Turbotax.

So, ball's in your court TurboTax. How do I get a WealthScape Investor ID and Password.

K...

Re: I need a WealthScape Investor ID, don't have, and fail to register with first, last, DOB & la...

JotikaT2 — Wed, 19 Feb 2025 05:00:15 GMT

Please see this link directly from National Financial Services for more guidance on importing your information into TurboTax.

While National Financial Services is a partner that allows import directly into TurboTax, WealthScape is not listed as an import partner.

Re: I need a WealthScape Investor ID, don't have, and fail to register with first, last, DOB & la...

kevin01obrien — Wed, 19 Feb 2025 05:06:52 GMT

Forget above… while my 1099 says National Financial Services (both the 1099 itself and when I import it into TurboTax), I have to use “Fidelity Investments” in 2024 to import. Unlike last year when I imported National Financial Services. OMG…

Re: I need a WealthScape Investor ID, don't have, and fail to register with first, last, DOB & last 4 SSN. Now What?

H26278 — Fri, 21 Feb 2025 20:32:32 GMT

I used https://www.mystreetscape.com/auth/access/login to register as a new user days ago. It worked for me.

However, the following message popped up when I tried "Register as a new use" again:

myStreetscape is now rebranded as Wealthscape InvestorSM.

You must use the new Wealthscape InvestorSM login page at https://www.wealthscapeinvestor.com to access your accounts.

If this link doesn't work, try calling their 800 number for support.

Good luck!