15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277
Our clients can import eligible tax forms from Wealthscape Investor into TurboTax, H&R Block and TaxAct.
We recommend using the National Financial Services (NFS) Tax Statement Guides or the tax software service for information regarding importing NFS tax information. Should you face any technical issues, please contact your tax software service directly as they will have the most up to date information on how to import into their system.
Our clients can download account information directly into Quicken. It’s an easy way to integrate account information, monitor your cash flow and track expenses by categories such as meals, clothing and travel. For more information on how to download your brokerage account information into Quicken, please contact Quicken Support directly here.