Download tax data directly from NetExchange Client

Clients who utilize NetExchange Client can easily download tax data such as 1099 and cost basis information directly into Turbo Tax or Quicken at no additional cost. When prompted by the software, users must select Securian or CRI as the financial institution from which to download. The client will then be asked to enter their NetExchange Client log-on information to proceed.

Please contact the SFS Service Center at 1-888-237-1838, option 2, with any questions regarding NetExchange Client. If clients experience problems downloading the information after the registration process, they may need to contact the software company directly.

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