Instructions To Access Your Tax Documents

• Log into your account online here.
• Follow steps outlined provided in the American Funds tax center here.
• If you need further assistance, contact American Funds customer support 1-800-325-3590.

Instructions To Access Your Tax Documents

• Login to your account here.
• Follow the notification prompts on your screen once you are logged in. 
• If you need further assistance, contact AssetMark customer support 1-800-664-5345 (choose option 1). A representative will help you login and retrieve the documents to be downloaded – they are unable to send via email. Security questions are randomized.

Instructions To Access Your Tax Documents

• Log into your account here.
  • Select ‘Documents’ on the left sidebar
  • Click on ‘Taxes’ tab in the window, top center
  • Download Tax documents for your account
  • Note that the documents will not be available until after February 1^st (Forms 1099-R & 1099-INT) or February 16^th (Forms 1099-B & 1099-DIV). Betterment’s Tax Calendar is here.
  • If you are using TurboTax or H&R Block software, you can find instructions here.
  • If you need further assistance, contact Betterment customer support 646-600-8263.
    

BONUS READING: Why are there so many transactions on my 1099-B?

Why are there so many transactions on my 1099-B? Find details here.

Instructions To Access Your Tax Documents

• Call Brinker's customer support center 1-800-333-4573 (choose option 3).
• A representative will ask for the account #, SSN & DOB to verify ID. They are able to send out the documents via email once verified.

Important Dates As Per Brinker: 

• 5498 contributions and market value timings – available after 1/21.
• 1099R’s – available online after 1/21.
• 1099 informational tax statements – available after 2/13.

Instructions To Access Your Tax Documents

• Log into your Fidelity account online here. 

• Visit the "Tax Information" page here. 

• If you need further assistance, contact Fidelity Customer Service 800-343-3548. 

Instructions To Access Your Tax Documents

• Login to your account online here. 
• If you have never logged into this account before, click "register" to set up your account online here. 
• View the tax center here. 
• View the tax planning guide here. 
  
• If you need further assistance, contact John Hancock customer support 1-800-344-1029.

Instructions To Access Your Tax Documents

• If your statement reads HTK at the top, you must login to view at Pershing. 
• Please follow the instructions for Pershing (below). 
  

Instructions To Access Your Tax Documents

• Log into your account here.
  • If you have not previously logged into this website before, please call our office (781-552-4900) so we can assist you with initial online account setup.
    

• Visit the Tax Resource Center online here.

How to Download Pershing tax documents into TurboTax (Please note this option is only available for Turbo Tax premier or higher)

Once you get to the “Wages & Income” portion of your tax return, below are some instructions to follow:

1. Click on “Add” on the Dividends on 1099-DIV section
2. Select “Add Broker or Payer”
3. Search for “NetXInvestor (Pershing)” on the search bar, Click “Continue”
4. Enter “5HK” for Financial Institution Number, your User ID, and Password and click “Continue”. If it’s your first time logging in, please complete the ‘Pershing Online Registration Guide’ temporary password and login instructions will be emailed to you separately.
5. Next select the 1099s to download into Turbo Tax and click “Import Now” and click “Done”
6. From there continue your tax returns and contact their customer support team if additional assistance is needed. 

Instructions To Access Your Tax Documents

• Login to your account online here. 
• If you have never logged into this account before, you must register first to set up your account online here.
• View your tax documents once you login. 
  
• If you need further assistance, contact Penn Mutual customer support 1-800-523-0650 (option 3).

Instructions To Access Your Tax Documents

• Login to your account online here. 
• If you have never logged into this account before, click "register" to set up your account online here.
• View Prudential's tax center here.
  
• If you need further assistance, contact Prudential customer support 1-800-621-1089.

Instructions To Access Your Tax Documents

• Log into your account here.
• 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
• If you need further assistance, contact Voya customer service 855-663-8692.