Bulk Downloading of Statements and Tax Forms NFS WEALTHSCAPE
To bulk download statements and Tax Forms from the Wealthscape client account, just click on the statements (and or Tax Forms) in the client menu drop down (see below)
All statements for the given year should load, and just click on box next to the statements you want to download. At the bottom (you must click on a statement month/option first) there will be an option appear that will give you the download option (up to 12) at time.
Related Articles
DocuSign : Downloading Completed Envelopes
Overview: Downloading completed envelopes in DocuSign allows you to save electronically signed paperwork and its corresponding Certification of Completion. The following will allow you to manually upload previously signed paperwork with its ...How to Pull Client by State Report Instructions
How to Pull Client by State Report Instructions Launch Nexus through Power Portal by clicking the rocket icon and selecting Nexus as seen below: Go to Reports and then Report Center / Marketing / select Account EDGE report within the drop down as ...2025 Client Compensation Calendar
Mutual Group pays clients on a bi-monthly schedule. There are two distinct Revenue and Expense Statement periods for Hybrid and Advisor. All corresponding direct deposits will be processed no later than five business days after the last day of a ...MALLC ADV 2A
Mutual Advisors, LLC ADV Part 2AAdvisors' Compliance Policies & Procedures
Mutual Advisors, LLC Compliance Policies & Procedures