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
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.
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