We will begin uploading all tax checklists to your eMoney vault today. You will receive a notification email from eMoney once it has been completed. Schwab is still in the process of creating 1099s and we will upload those to eMoney as well as soon as those become available.
If you need assistance with your eMoney login, please reach out to Amy Walley at awalley@aogwealth.com or 703-757-8020. If you would prefer a hard copy of this information mailed to you, please reply to this email to make that request.