Keystone Financial Group
David R. Guttery
RFC, RFS, CAM
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
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