Saving and uploading documents with MyRichardsonWealth

Please see the below instructions for pulling both tax statements and other documents from the portal. We have outlined a visual step by step guide for this in this video.

Instructions for Accessing Tax Statements from the Portal

1. Visit MyRichardsonWealth and log in using your username and password. If you don’t have an account yet, click on ‘Enrollment’ to sign up.
2. Once logged in, navigate to the ‘Tax Center’ located in the top right corner.
3. You will see a list of your tax documents. To view a specific document, click on the PDF icon next to it. To download multiple documents, check the boxes on the left side, then click ‘Download Selected Documents’ to save them as PDF files.

1. After logging into MyRichardsonWealth, click on the ‘Documents’ icon in the upper right corner.
2. Select the ‘The Vault’ button.
3. Click ‘Upload Documents’ and choose the document type.
4. Attach your file by clicking the paperclip icon.
5. Enter a name and description for the document.
6. Click ‘Save’. Your document is now securely stored in the vault, accessible to both you and our team whenever needed.