Be sure to contact Partner Support to set up your software. DO NOT SETUP YOURSELF. Partner Support Team number is 206-209-2653. Provided...

If you’re missing information for the EFIN. Use the photo below. It should have the EFIN, signature, and most other information filled in...

If you were informed that you are missing documents the following are the required items: 1. PTIN: When prompted, enter our EFIN is...