Client 1099 Document Upload
Welcome to the upload portal for 2021 1099-related documents.
Sending documents to your advisor is simple, just follow these four steps:
- Click the link below to go to the document upload page.
- Enter your email address, first and last name and company name.
- Drag & drop files to the middle of the screen, or click “Browse Files” to select one or more files to send.
- 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 upload process may take a couple minutes. Your advisor will be notified as soon as the upload completes.