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 custodians (such as Charles Schwab and/or TD Ameritrade) can be found in the 1099 Tax Reports folder and 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.