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Locate Your 2022 Tax Documents in Your Personal Client Portal Vault

Locate Your 2022 Tax Documents in Your Personal Client Portal Vault

Tax time is here and so are your Fidelity tax documents. For your convenience your 2022 tax documents have been placed in your personal FJP Client Portal Vault.  

A Few Reminders For You:

  • Each individual will need to access their personal Client Portal Vault to obtain their own documents pertaining to their Social Security Number
  • You can access your Fidelity account directly to reference the same tax documents 
  • We can assist you with providing access to your documents to your personal tax professional, with your permission
  • If you are using TurboTax to import your tax documents, select Fidelity as the financial institution and use your Fidelity.com username and password, not your FJP Client Portal.

Please refer to the "Step by Step Instructions to Locate Your Fidelity Tax Documents" below with specific guidance to access your documents in your Client Portal Vault. 

Get Tools You Need to Live a Happier and More Fulfilling Life—Today, Tomorrow, and Well Into Your Future

Get Tools You Need to Live a Happier and More Fulfilling Life—Today, Tomorrow, and Well Into Your Future

Please join us and our special guest speaker, Dr. Marc Milstein, for our webinar on Thursday, March 23rd, at 5 :00 PM Pacific, as we discuss his new book, "Age-Proof Your Brain."

Explore the latest strategies to improve memory, protect immunity and fight off dementia:

  • Improve memory and productivity
  • Increase energy and boost your mood
  • Reduce the risk of anxiety and depression
  • Form healthy habits to supercharge your brain
  • Prevent non-generic Alzheimer's and dementia

Register now and share our Age-Proof Your Brain Webinar Flyer with with friends, family and colleagues! All are welcome!

Stay Informed - Read our Recent Blog Articles

State of the Economy 2023 Webinar Recap

State of the Economy 2023 Webinar Recap

On February 16, we hosted a webinar with special guest, Gargi Pal Chaudhuri, who is BlackRock’s Head of iShares Investment Strategy for the Americas. BlackRock is the largest asset manager on the planet, managing over $8 trillion.

Scott and Gargi discussed important topics about the economy and the outlook for 2023 including inflation, Federal Reserve, unemployment, housing, prospects of a recession and more. 

This article will recap the important points from the webinar.

Secure Act 2.0 New Rules for Retirement Plans

Secure Act 2.0 New Rules for Retirement Plans

Congress greatly expanded the changes to retirement savings by passing the SECURE Act 2.0, which introduced 92 new rule changes. Let's cover some major provisions for RMDs, accumulation, Roth revisions and more.

Learn More
<p class="">FJP 2022 Reflections

FJP 2022 Reflections

As a new year is on the horizon, it is a good time to refresh goals and reflect on the past year. 

Thank you for letting us be your partners in your financial journey. Let’s make 2023 an even better year!

READ ARTICLE
<p class="">2022 Economic &#38; Stock Market Recap

2022 Economic & Stock Market Recap

2022 has been a challenging year in many ways for investors. It was a difficult year for stocks with three rallies over 10% - yet so far, after each rally, the market has turned down to reach new lows. In this blog we share our recap of the year and our thoughts as we exit 2022.

EXAMINE
<p class="">How Concerned Should I Be About Inflation?

How Concerned Should I Be About Inflation?

Fed Chairman, Jerome Powell, has stated that it is a top priority of the Federal Reserve to reduce inflation. Let’s explore the issues caused by high inflation and you can consider how concerned should you be about inflation.

Evaluate

Enjoying the Journey with You!

FJP Holiday Party Fun with Awesome Clients!

FJP Holiday Party Fun with Awesome Clients!

🌟What an amazing time we shared together at the FJP Client Appreciation Holiday Event at the Silicon Valley Capital Club! It was a joy to spend time celebrating the holiday season and you! Thanks for making memories and enjoying the journey with us! 🌟

View Photo Gallery!
<span>FJP 2022 Photo Contest Winners!</span>

FJP 2022 Photo Contest Winners!

📸Thank you to all the participants in our 2022 Photo Contest! What wonderful photos and stories from many clients! Congratulations to all of the finalists and winners in each of the three categories: Nature, Animals and Other! Thank you for sharing your journey with us! 📸

SEE WHO WON!
Insights Newsletter

Insights Newsletter

Access the latest news, events, articles, announcements and past newsletter archives

Upcoming Events

Upcoming Events

Register for our upcoming events and invite your family and friends to join in!

Timely Financial Topics

Timely Financial Topics

Read our blog articles on timely wealth management topics and areas of interest

Contact Our Team

Contact Our Team

Contact your Wealth Manager or anyone on the FJP team. We love hearing from you!