We know that financial institutions only make Client information available through secure portals and downloadable only from their secure websites. Does anyone know if the are moving to use more secure pdfs or their characteristics.

I use  adobe acrobat dc as my pdf printer & editor.  (It aint cheap). 

I generally print the 1099B pages from a consolidated 1099 to an adobe pdf the attach it to the EF for the 8949 reporting. Has always worked fine.

The other night, I rec'd a pdf from JP Morgan.  When I tried to print and save the 1099B only, at first  it seemed like it was working normally, but then it launched my 'MS Notepad' into a continuous loop that I couldn't stop. I ended up having to shut down & reboot.  3 separate times this occurred... in between I printed and saved pages from other pdfs on hand....  I did try my pdf editor on the file and received a permissions (from author) message and password prompt.

Anyone else experiencing this (mis)behavior?  Is this a new security protocol that we get to deal with?