Keystone Financial Group

David R. Guttery, RFC, RFS, CAM
8178 Gadsden Highway, Suite 104
Trussville, AL 35173
Office: (205) 655-7526
Office Toll-Free: (800) 894-0065
Contact: Send an Email

PRINTABLE PDF AVAILABLE HERE:

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> “Register”  and follow the prompt

“What if I don’t remember my password?” CLICK> “Forgot 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> “Documents”

STEP THREE: LOCATE YOUR DOCUMENTS AND PRINT

UNDER DOCUMENTS

CLICK> “Tax Documents”

                       Select the Year

CLICK> “Go”

CLICK> “View (PDF)”

PRINT or SAVE