Sarah Hargreaves Platform Manager, Investment Management and Research
  • Provides advanced technical, consultative, and platform-based support on a variety of topics to advisors and clients, particularly as it relates to Commonwealth’s Preferred Portfolio Services® (PPS) Select program.
  • Holds the FINRA Series 7 and 66 securities registrations
  • Earned a degree from Elon University
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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.