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Mark D In Tampa,
We appreciate your question here in the Community. We would like to put you in touch with an investment specialist who can take a closer look at this situation and offer you assistance. If you would, please message us here: http://bit.ly/U7b7Jj. We hope to hear from you soon. Thank you for your time
I'm having the same problem--my wife says she can't get IB data to USAA. Would appreciate some help. Thanks.