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February 18, 2025
Question

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

  • February 18, 2025
  • 1 reply
  • 0 views
Accounts in question are Edward Jones and Fidelity Investments

    1 reply

    SusanY1
    February 24, 2025

    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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