When you register for Wealth Tracker, you can complete a risk profile and see if your holdings are aligned with your financial goals, tolerance for risk, and time horizon.
#Stifel wealth tracker software
The software will track your net worth, monitor your progress toward your goals, perform detailed analysis on your investment portfolio and illustrate your asset and sector allocations. Use Wealth Tracker to securely view all of your financial information – your investment and retirement accounts, checking and savings accounts, mortgage, student loans and other loans, credit cards, and more – in one place. See More See LessĪvailable via mobile, tablet, or any computer, Stifel Wealth Tracker is a powerful free service designed to give you a big-picture view of your financial situation so that you can chart a course for your future. Your tax professional's work is complicated. TaxCaddy is used and trusted by some of the largest accounting firms in the world.įinally, there's a solution that takes the headaches and hassle out of tax time.
TaxCaddy is independently audited, tested and validated by C-Level Security, LLC and verified to use only the strictest security measures for safeguarding your data. TaxCaddy leverages Microsoft's Azure infrastructure to ensure data security and Amazon Web Services for secure, reliable storage. TaxCaddy was built with best-in-class services to be rock solid, safe and secure. TaxCaddy's e-signature is 100% IRS compliant. TaxCaddy enables you to collaborate, share and communicate with your tax professional from anywhere, on any device.įrom your mobile phone, PC, Mac or tablet electronically sign engagement letters, consent requests, e-file authorizations and other documents. View your tax return on your tablet from the comfort of your sofa. Use the TaxCaddy app for iOS to ask your tax professional a question while you're waiting to board your flight.
#Stifel wealth tracker Pc
Respond to your tax professional's document requests on your office PC or Mac.
#Stifel wealth tracker pdf
Browse your PC, Mac, tablet or mobile phone and upload PDF files, Excel spreadsheets or other files types. Categorize them on the spot then shred the paper. Photograph paper documents and upload them as you receive them. Link TaxCaddy to over 300 banks, brokerages, and payroll service providers to automatically fetch documents like 1099s, 1098s and W-2s the day they're issued. Gathering your documents year-round is easy. You decide which tax professional to share your information with, and if you change accounting firms, you take your TaxCaddy account with you. Your TaxCaddy account is yours to keep, forever. The TaxCaddy app for iOS is the companion for, a revolutionary solution that streamlines the way you collect your 1040 tax documents and share them with your tax professional. Electronically sign your tax documents from anywhere.
Upload or snap photos of your tax documents year-round and store them with bank vault security. Let TaxCaddy retrieve your 1099s, 1098s and W-2s automatically.
TaxCaddy makes gathering tax documents and sharing them with your tax professional a breeze.
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