Keystone Financial Group

INSTRUCTIONS to Access 2020 Tax Documents in Wealthscape

PRINTABLE PDF AVAILABLE HERE:

Wealthscape-1099-Instructions Download

FOLLOW THE INSTRUCTIONS BELOW TO PRINT YOUR 2020 TAX DOCUMENTS.

STEP ONE: LOGIN

LOGIN TO WEALTHSCAPE: 
https://investor.wealthscape.com/ameritas/investor

“What if I don’t have a login?” CLICK> â€śRegister”  and follow the prompt

“What if I don’t remember my password?” CLICK> â€śForgot Password”

If you are unable to login, call 1-800-335-9859 for assistance

STEP TWO: LOCATE YOUR ACCOUNT(S)

On the left side, under “Accounts”

Click> the name of the account

Click> â€śDocuments”

STEP THREE: LOCATE YOUR DOCUMENTS AND PRINT UNDER DOCUMENTS

CLICK> â€śTax Documents”

Select the Year

CLICK> â€śGo”

CLICK> â€śView (PDF)”

PRINT or SAVE

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