2022 Holiday Office Closures
Our offices will be closed on the following dates in 2022. Please note that we cannot process service requests on market close holidays. We will process these requests on the following business day. Our service team will monitor emails and voicemails if the market is open. Friday, April 15, 2022 – Good Friday* Monday, May 30, 2022 – Memorial Day* Monday, July 4, 2022 – 4th of July* Monday, September 5, 2022, Labor Day* Wednesday, November 23, 2022 – Office Closes at 1:00 for Thanksgiving Thursday, November 24, 2022, Thanksgiving Day* Friday, November 25, 2022, The Day Following Thanksgiving Friday, December 23, 2022 – Observance of Christmas Eve Monday, December 26, 2022– Observance of Christmas Day* Friday, December 30, 2022– Observance of New Year’s Eve *Marks a market close day
Institutional Level Wealth Management with Helios Quantitative CEO, Chris Shuba
[et_pb_section fb_built="1" _builder_version="3.22" custom_padding="0px|||" global_colors_info="{}" locked="off"][et_pb_row column_structure="2_3,1_3" module_class="postPadding" _builder_version="3.25" custom_padding="0px|0px||0px" global_colors_info="{}"][et_pb_column type="2_3" _builder_version="3.25" custom_padding="|0px||0px" global_colors_info="{}" custom_padding__hover="|||"][et_pb_text _builder_version="4.14.8" hover_enabled="0" global_colors_info="{}" sticky_enabled="0"]We are excited to present to you our very first live webinar featuring our new partner, Helios Quantitative. Whether you are a client of ours or are simply interested in how 5280 Associates is bringing an institutional-level wealth management experience to the retail space, we encourage you to register. Even if you cannot attend live, you will still receive a link to the recording directly to your email.
The event will take place Thursday, February 24th at 6:00pm MT. Please watch the below “sneak peek” from Helios CEO, Chris Shuba. You won’t want to miss this! [video width="1920" height="1080" mp4="https://5280associates.com/wp-content/uploads/2022/02/institutional_level_wealth_management_sneak_peek_—_feb_17_8_24_am.mp4"][/video] Missed registration? Check out our Investment Management Insights page for the recording after the event.[/et_pb_text][/et_pb_column][et_pb_column type="1_3" _builder_version="3.25" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||"][et_pb_search exclude_pages="on" include_categories="16,1,15" _builder_version="4.14.8" max_width="100%" custom_css_main_element="min-height: 45px;" custom_css_input_field="min-height: 45px;" custom_css_button="border: solid 1px #da1a32;||padding: 10px;||background: #da1a32;||color: #fff;||cursor: pointer;||transition: 0.35s;||width: 90px;||font-weight: 600;||font-size: 16px;||min-height: 45px !important;" border_radii="on|0px|0px|0px|0px" input_font_size="14px" input_letter_spacing="0px" input_line_height="1em" input_text_shadow_style="none" global_module="27994" saved_tabs="all" global_colors_info="{}" button_text_size__hover_enabled="off" button_one_text_size__hover_enabled="off" button_two_text_size__hover_enabled="off" button_text_color__hover_enabled="off" button_one_text_color__hover_enabled="off" button_two_text_color__hover_enabled="off" button_border_width__hover_enabled="off" button_one_border_width__hover_enabled="off" button_two_border_width__hover_enabled="off" button_border_color__hover_enabled="off" button_one_border_color__hover_enabled="off" button_two_border_color__hover_enabled="off" button_border_radius__hover_enabled="off" button_one_border_radius__hover_enabled="off" button_two_border_radius__hover_enabled="off" button_letter_spacing__hover_enabled="off" button_one_letter_spacing__hover_enabled="off" button_two_letter_spacing__hover_enabled="off" button_bg_color__hover_enabled="off" button_one_bg_color__hover_enabled="off" button_two_bg_color__hover_enabled="off"][/et_pb_search][et_pb_blog posts_number="3" include_categories="15" show_author="off" show_date="off" show_categories="off" show_pagination="off" admin_label="Office News Sidebar" _builder_version="3.3" custom_css_content="display:none;" global_module="27999" saved_tabs="all" global_colors_info="{}"][/et_pb_blog][/et_pb_column][/et_pb_row][/et_pb_section]
Retrieving Your Thrivent Brokerage Account (National Financial Services) Tax Documents
Your Thrivent Brokerage Account tax forms can be accessed through Thrivent Wealthscape Investor. This is a different log in than PKS Wealthscape investor. If you do have accounts through PKS, make sure you use your Thrivent-specific log in. When you are in the portal, the Thrivent logo should appear across the top of your screen in lieu of the green PKS logo. Please note that Thrivent plans on generating another wave of tax documents around mid-February. If you do not see your tax documents the first time logging in, they may not be available just yet. Once logged in, select Accounts in the upper left-hand corner of your screen. In the upper left, select the account you wish to view first. Click the Documents tab. Click Tax Documents. This will open a drop-down list of tax years. Select the year you wish to view and click Go. Select the tax form to open it as a PDF. For questions on your tax forms or how to log in to Thrivent Wealthscape Investor, call 1-800-847-4836.When prompted, say “Representative” and the automated system will direct you to a customer service agent.
Retrieving Your Thrivent Mutual Fund Tax Documents
Your Thrivent Mutual Fund tax documents can be found at Thrivent.com. Please note that Thrivent plans on generating another wave of tax documents around mid-February. If you do not see your tax documents the first time logging in, they may not be available just yet. To access your documents, log in to Thrivent.com. On your account overview page, click the dropdown carrot by account values. Click Full Details. This will take you to a page with an option menu titled What Can I Do. Click View Tax Forms. This will pull up your mutual funds tax documents for 2019 and 2020. For questions on your tax forms, call Thrivent at 1-800-847-4836. When prompted, say “Representative” and the automated system will direct you to a customer service agent.
Retrieving Tax Documents for Your Purshe Kaplan Sterling (PKS) Accounts
Tax forms are accessible online at pksinvest.com through Wealthscape Investor. Instructions: Go to pksinvest.com. In the upper left, click on Login. Choose Client Login. Click on Login to Wealthscape Investor. Sign in with your username and password. If you forgot your password, click on “forgot password.” If you are a new user and need to register, click on register. Enter the last four digits of your social security number, first name, last name, and date of birth. You will be prompted to create a user id and password. Follow the password guidelines and select a security question and answer. Click next, select continue to homepage. This will direct you to your account landing page. Click on the drop-down arrow next to your account number at the top left of the screen. Under the documents tab select the tax document (you have the option of selecting a specific year) from the list. Select the tax form and print or download. If you have questions or need assistance, contact a PKS operations representative, email: pksoperations@pksinvest.com. Please copy info@5280associates.com on your email to PKS, as we may be able to assist in account specifics. For help with a password reset, call 866-556-1267 and you will be directed to PKS compliance for assistance.