Has anybody used this service for downloading the massive tax reporting statements into your tax software?
I'm not sure when the site says "to access your account, please contact your finanacial institution" WHO exactly am I suppose to contact? USAA Investment Management Co.? OR National Financial Services LLC"
The information I want comes from National Financial Services, but I don't have any contacts there. I thought this was the servicing company for USAA Investment Management.
Any help will be appreciated.