Locating Statements & Tax Documents

Speaker: Shanda Bortner, Director of Client Experience

Instructions:

To locate your account statements and documents, go to the top of the page on the left-hand side and click on the "Statements & Documents" drop-down menu. 

First, click on statements. 

• This will show you the statements that we have sent previously on your investment accounts.
• You can specify an as-of-date, whether it be as of yesterday, last month, last year, or the inception.
• Near the top left, you can specify which account you'd like to actually see the statements for.

To locate your tax documents:

You'll go to the same drop-down menu, "Statements and Documents," and click on tax documents.

• Here you'll see all the tax documents that we have sent previously to you.
• You can specify the accounts near the top left if you're looking for a specific account.
• If you need any clarification on any of these tax documents, you can click on view tax resources on the right.
• And this will give you a breakdown of all the tax documents that you received and what they mean.

Questions:

Please contact your advisor or me, Shanda Bortner at sbortner@financialguide.com.