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Manage Your Account: Tax Center Downloads

*Note: Depending on your user access level, and if you have an advisor who can access your account, some of the functions described here may not be available to you, or may be performed by your advisor.

Unrealized Gains/Losses spreadsheet (.csv)

Realized Gains/Losses spreadsheet (.csv)

Tax Software File (.txf)

Printable List for Tax Return (.txt)

Tax Center Download Disclaimer

Additional Notes