It's that time of year again and many of us will be looking for our tax statements and forms in the coming weeks.
To help you, Jones Financial Group has provided a Tax Season Guide that will help you understand your tax documents, and when/how you will be receiving them from LPL. Clients who have signed up for online account access will begin receiving digital tax documents as early as January 17, 2026. Please watch your email for notifications and check your Account View site for updates.
For any client who does not currently have Account View online access but would like to have it, please contact our office and we will be happy to assist you it getting started.
2025-2-26 Tax Season Guide
