You can easily share your account statements and 1099 Forms with your advisor by turning on the appropriate visibility setting from the “Settings” page of your account.
- Log in to flourish.com
- Click on the “Settings” tab
- Scroll down to the section titled “Account permissions.” Your advisory firm will be listed under this section.
For each of the Flourish accounts that you wish to share this information for, make sure that you have Account Permissions settings to “On” for both of the following:
- Documents visibility: When set to "On" your RIA firm will be able to view your account documents, including statements and tax forms.