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Access Your Tax Resources Through NetX Investor!

Access Your Tax Resources Through NetX Investor!

Follow these steps:

1.  Login below w/ your username & password. *In case you forgot, our financial org # is 3KZ.

2.  Click the Communications Tab

3.  Click the drop down labeled "tax documents"

4.  Under time period, select the correct year. For example, "2023"

5.  Download or view any tax document you may need!

Access Your Tax Resources Through Adviceworks!

Access Your Tax Resources Through Adviceworks!

Follow these steps:

1.  Login below w/ your username & password.

2.  Click the Documents Tab

3.  You will see several options from left to right, click the "tax documents tab"

5.  Download or view any tax document you may need!