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Investment Activity Number

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

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