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CLIENT PORTAL BEST PRACTICE  TIP

Locate Your 2023 Tax Documents in Your Personal Client Portal Vault

Locate Your 2023 Tax Documents in Your Personal Client Portal Vault

Tax time is here and so are your Fidelity tax documents. For your convenience your 2023 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. 

Step by Step Instructions to Locate Your Fidelity Tax Documents

Step by Step Instructions to Locate Your Fidelity Tax Documents

STEP 1: Click on Green Client Portal Button from FJP Home Page

STEP 2: Access Your Client Portal

STEP 3: Sign Into Your Client Portal

STEP 4: Select the Vault from the Main Menu

STEP 5: Open the Brokerage Account Documents Folder

STEP 6: Open the Tax Documents Folder

STEP 7: Open the 2023 Folder

STEP 8: Open Your Personal Documents

Additional Notes

Working with a Tax Professional

We have partnered with many of the tax professionals for our clients so they can access your tax documents in your vault. Talk with your Wealth Manager if you have questions about how we can work with your tax professional and make it easier for you to complete your 2023 taxes.

Using Turbo Tax

If you are preparing your own taxes using Turbo Tax, remember that you can download your account data directly from Fidelity into TurboTax. When setting the financial institution, select Fidelity and use your Fidelity.com username and password, not your FJP Client Portal.

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