Tutorial: Download & Share Your Tax Forms
Michael Leist
This short video tutorial will show you how to locate your tax documents on Schwaballiance.com, view and download realized gain/loss information and authorize third parties (i.e. your accountant) to have view-only access.
Contributed by Aaron Evans , Michael Leist
About Strategic
Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $2 billion.
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