Client 1099 Document Upload

Welcome to the upload portal for 2022 1099-related documents.

Sending documents to your advisor is simple, just follow these four steps:

  1. Click the link below to go to the document upload page.
  2. Enter your email address, first and last name and company name.
  3. Drag & drop files to the middle of the screen, or click “Browse Files” to select one or more files to send.
  4. Click the blue “Upload” button in the lower-left corner of the page.

Depending on the size and number of documents you are sending, the uploadĀ  process may take a couple minutes. Your advisor will be notified as soon as the upload completes.

1099 Upload Screen

Upload your 1099-related documents here