Investment Activity Number

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Activity numbers are important for Aggregator accounts that sync data with our integration partners, such as CCH and OIT.

Take the following steps to add or edit an activity number:

1. Open your investment
2. Select the 'Federal/State Taxable' tab
3. Select your activity from the dropdown
4. Enter/Edit the activity number

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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