Upload Files INVESTMENTDOCUMENTS If you have documents for your wealth advisor (i.e. recent statements, 401k statements, other personal info), please upload them here: Tax return documents If you have documents for the tax team to process your tax return, please use the link below to login to our secure client portal: Login to Secure Client Portal If you don’t have a client login yet, you can use this link to upload your tax documents: Upload Tax Return Documents