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New Member
posted Jun 6, 2019 7:41:36 AM

What is Document ID for Raymond James and What is User ID code for JP Morgan? Thank you. fisherbob1

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New Member
Jun 6, 2019 7:41:37 AM

Document ID for Raymond James can be found on your Tax SUMMARY information, page 1, upper right corner, below the statement date. ( I got my summary statement in the mail—envelope was marked “important tax information enclosed “.)