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What are the steps to consider when enrolling your participating Brokerage Account in the Broker Data Import Program as a newly hired professional? Select the
What are the steps to consider when enrolling your participating Brokerage Account in the Broker Data Import Program as a newly hired professional?
Select the three responses that apply
- Submit your completed authorization form directly to your broker
- If import will not occur by your deadline, report the investments manually
- Report and enable your brokerage account
- Submit your completed authorization form directly to Independence & Conflicts Network
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