Guide to Accessing and Downloading Tax Documents from Justwealth

Click "Client Portal" under "Account Access"

Enter your Email and Password.

Click "Documents"

Investment Statements will show by default. Click "Tax Documents".

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.

You can filter the results by account type using the "Account" drop down menu if you wish.

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.