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How To Access Your Investment Tax Forms...

How To Access Your Investment Tax Forms...

Condon Sullivan Wealth Management & Planning is here to help you obtain your tax information. Below you will find step-by-step instructions to access your documents for the following companies:

  • American Funds
  • Brinker Capital
  • Fidelity
  • BNY Mellon / Pershing
  • Voya / Venerable

PLEASE NOTE: Some companies do not provide tax instructions online including: 

  • Penn Mutual (For assistance, call 1-800-523-0650)




Additional Tax Resources

Tax Articles

Tax Articles


View Here
Tax Forms

Tax Forms


View Here
Tax Dates

Tax Dates


View Here
Tax Rates

Tax Rates


View Here




American Funds

American Funds

  • Log into your account online here.
  • Follow steps outlined here in the ‘American Funds Accessing your Account Online’ Brochure



Brinker Capital

Brinker Capital

  • Visit the Tax Resource Center online here.   


  • Download the ‘Tax Report Download Instructions’ here.
  • Download the ‘Tax support guide’ here.

  • Download the ‘Tax Form Mailing Schedule’ here.



Fidelity

Fidelity



    Pershing

    Pershing

    • View the the ‘Tax support guide’ here.

    • Visit the Tax Resource Center online here.   




    Voya / Venerable

    Voya / Venerable

      • Log into your account here: www.investments.voya.com
        • Select ‘Individual Investors’ upper left-hand corner 
        • Select ‘Account Access’ upper right-hand corner
        • Under ‘My Account’ Select ‘Access Account’
        • Sign in with your existing User ID on the left, or selection ‘Register’ under get online access



    Have Questions? 

    Have Questions? 

    If you need assistance, contact Casey (csciortino@condonsullivan.com) or Zuly (zfeliz@condonsullivan.com) by phone 781-552-4900.