How are customers notified of changes to tax forms?

Customers will receive a notification in the Client Portal Message Center when an amendment is made to one of their tax forms.

Additionally, in Client Portal you will see a View History icon to the right of any tax form that has been amended.

Additional Information

How can I get cost basis and tax documents after closing my account?

Do I get an alert if funds have been successfully credited to my account?

Where can I manage my account's FYI Notifications?

How do I see more information within a panel of the Client Portal?