Tax Document Resources
Tax documents can be found in the folder section of MFA’s client portal. Once you have logged in, click the folder icon on the left-hand side of the screen.
- Tax documents from Schwab can be found in the “1099 Tax Reports” folder.
- Tax documents from Fidelity can be found within the “Fidelity Documents folder” (see second image below).
- Tax documents (such as K-1s and 1099s) from private funds can be found in the Advisor Shared folder.
Please reach out to your advisor or the service team with any questions whatsoever.
To find Fidelity documents, locate the Fidelity Documents folder. You will be prompted to enter personal information in order to establish folder access the first time you login.