Retrieving Tax Documents for Your Purshe Kaplan Sterling (PKS) Accounts
Monday, Feb 08, 2021
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.