johnbeatty
Level 1
12-12-2024
03:52 PM
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Trying to update firm info and when I go to manage EFIN the credentials are missing
Level 8
12-13-2024
03:07 PM
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I'm not certain, but you might not be able to DIY this, you might need to call support.
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George4Tacks
Level 15
12-13-2024
04:35 PM
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I am assuming you are doing an initial setup with Lacerte and need to get your EFIN verified and registered. This article should have what you need. Each line in blue there opens to more information.
Answers are easy. Questions are hard!