Where can I find my Customer ID number?

John Logue Updated by John Logue

If you have ever called CFS for customer service or technical support, we have asked for your Customer ID number. Your Customer ID is unique and is the easiest way for us to identify you; it is assigned when you are entered into our database and remains the same for as long as you remain a CFS customer.

Your Customer ID can be found above your firm name and address on:

  1. The mailing label of your CD or form shipment,
  2. Your renewal reminder postcard,
  3. Your receipt (either mailed or emailed),
  4. The FIrm Information form within most CFS programs. (Select Firm Information... from the File menu.)

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