Monitoring - For assistance with accessing your tax documents, please copy and paste this link to our guide (bit.ly/4eJTjvv), which includes a helpful video tutorial and detailed instructions. As a reminder, the document must be submitted before Dec 31st.

Kindly note that any questions regarding how to complete the forms should be directed to a qualified tax professional, as our Advisor Support team is not certified to provide tax advice. However, if you need help accessing the documents, feel free to reach out to Advisor Support via the Support form.

Nov 26, 2024 - 15:28 PST
Past Incidents
Dec 3, 2024

No incidents reported today.

Dec 2, 2024
Resolved - This incident has been resolved.
Dec 2, 09:16 PST
Monitoring - Please note that Advisor Support will be unavailable for phone support Thursday-Friday, 11/28-11/29/2024 for Thanksgiving. Additionally, Thursday, 11/28 is a bank holiday which may cause payments to take 1–2 days longer than usual to post to your bank account. Our teams will still be monitoring the site and will be in to respond to emails.
Nov 26, 14:35 PST
Dec 1, 2024

No incidents reported.

Nov 30, 2024

No incidents reported.

Nov 29, 2024

No incidents reported.

Nov 28, 2024

No incidents reported.

Nov 27, 2024

No incidents reported.

Nov 26, 2024

Unresolved incident: Notice: Updating W-8 or W-9 Tax Documents.

Nov 25, 2024

No incidents reported.

Nov 24, 2024

No incidents reported.

Nov 23, 2024

No incidents reported.

Nov 22, 2024

No incidents reported.

Nov 21, 2024

No incidents reported.

Nov 20, 2024
Resolved - Our technical team is working to identify the root cause of an error page when trying to access the Advisor dashboard and implement a solution. Users may experience page errors at this time.
Nov 20, 09:38 PST
Nov 19, 2024

No incidents reported.