2023 Tax Document Updates

This is a reminder that tax documents will be available mid-February. Documents can be accessed online at any time by logging on to SchwabAlliance.com. For clients at Fidelity, documents can be accessed by logging on to Fidelity.com.

Please note that former TD clients will receive tax forms from both TD Ameritrade and Schwab for the 2023 tax year. 

If you need assistance accessing your tax documents, please contact our office at 516-222-0021