Click Here to read the full notice.
Tax form status information and PDFs will be available for all accounts on the landing screen of the Wealthscape InvestorSM mobile app starting in January.
Users now have access to important tax form status information as well as PDF versions of their tax forms for all their accounts directly on the landing page of the Wealthscape InvestorSM mobile app.
• View estimated online activation dates for forms that are in progress
• Notification if forms are delayed due to pending securities information
• Informational message for De minimis tax forms
• View up to four years of tax forms on the landing screen
• Tax form information and PDFs will continue to be available for the past seven years in the Documents tab at the account level
Click Here to Read the Notice
TC139507(0224)1