tax upload | Form CRS/ADV | client log-in |
text
text
Connect
Rob Swanke CFA®, CAIA Senior Research Analyst, Equity
Bio
  • Analyzes individual fixed income securities and structured products, responds to advisor requests, and assists with fixed income market research
  • Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Chartered Alternative Investment Analyst (CAIA) designation and the FINRA Series 65 securities registration
  • Earned a BS in finance and accounting from Boston College
content-image Back To Team
content-image
Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.

Contact Us