Guide to Accessing and Downloading Tax Documents from Justwealth | Scribe

    Guide to Accessing and Downloading Tax Documents from Justwealth

    • Justwealth Team |
    • 8 steps |
    • 51 seconds
    1
    Navigate to [https://www.justwealth.com/](https://www.justwealth.com/)
    2
    Click "Client Portal" under "Account Access"
    3
    Enter your Email and Password.
    4
    Click "Documents"
    5
    Investment Statements will show by default. Click "Tax Documents".
    6
    The list will default to the most current year available, but you can also use the "Select Year" drop down menu to pull up tax documents from past years.
    7
    You can filter the results by account type using the "Account" drop down menu if you wish.
    8
    Click "DOWNLOAD" to download a specific form to your computer. The file will be sent to the "Downloads" folder on your computer. Note that you will need a program capable of viewing PDF files in order to open, display or print your downloaded file.