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When April 15th was only five days away, I began to gather the myriad of forms and reports I needed to render my yearly offering to Caesar. As usual, I had lost a stack of 1099s from one of my investm

By Paul Rolich | Updated on April 30, 2006

When April 15th was only five days away, I began to gather the myriad of forms and reports I needed to render my yearly offering to Caesar. As usual, I had lost a stack of 1099s from one of my investment accounts. This particular brokerage account is with a full-service financial services company–property/casualty and life insurance, mutual funds, retirement accounts. If there is a service or product that can benefit your financial future, these guys have it.

Knowing that this firm is considered paperless–actually it was an early adopter–I assumed I could log on to my account online and download the missing 1099s as PDFs. As I browsed the account in question, I noticed a new feature. I now needed a special PIN to access that account. I already had provided my usual log-on credentials over SSL. In the past, my user name and password were adequate to access the account and trade securities at will as long as I did not exceed my credit line.

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