TAXCCESS

NEW USERS
If you are a new user and have received an email invitation, please do the following:
  1. Please find the invitation email and click on the invitation code to redeem it.
  2. Confirm/Update your email address on the Profile page.
If the invitation link you have received does not work please click Contact Us and complete the form for additional support. Be sure to include your phone number and email so we can get in touch with you regarding your registration.

Once you have verified your identity you will have access to your tax documents.
Click My Docs to access your tax documents. All future notifications will go to the email address you specified during the registration process.
RETURNING USERS
If you are a returning investor and have already registered, please click Sign In and enter the username and password you specified when you first registered.