January 2020

Investor360° E-delivery of Tax Documents

With the start of a new year comes a new set of tax documents to begin gathering to file your tax return.  You can view the Tax Resources section of our website for more information on availability of 2019 tax documents. 

TAX RESOURCES

Tax documents for Commonwealth brokerage accounts are available to anyone with an active Investor360º account. In addition, if you are enrolled in e-delivery of tax documents via Investor360º you will receive an email notification when your tax documents are available, and you can then log into Investor360º to access them online (the actual documents are not e-mailed to you, just a notice). 

PLEASE NOTE that if you have enrolled in e-delivery of tax documents for your Commonwealth brokerage account, you will NOT receive a copy of these tax documents in the mail, and it is your responsibility to log into Investor360º to obtain the electronic version of your tax documents.

HOW TO MAKE CHANGES TO E-DELIVERY PREFERENCES

Instructions to access tax documents¹:

1. Log into your account at www.investor360.net 
2. Click on the STATEMENTS & DOCUMENTS tab
3. Scroll to the Tax Reporting section
4. Click on the Most Recent link
5. You will be redirected to a new webpage to view available tax documents

¹If you own investment accounts with an investment company other than Commonwealth, you can log onto that investment company's website to access your tax documents, if this feature is available for that company. 

If you need login credentials for Investor360º, please call Weller Group at (315) 524-8000.

New Website - Coming Soon!

Weller Group is in the process of making enhancements to our website in order to continue to provide a high level of service to our clients, while also improving upon access to financial information and news.

Over the next several weeks and months you will begin to see improvements to our website and monthly newsletter. Please be assured that you will still have the same access to information and accounts as in the past. We hope you enjoy the upcoming changes and we thank you for your patience as we make these enhancements.

Giving Back - Support Our Troops

Recently, we learned about a program hosted by a local family to collect items to send care packages to troops deployed to Afghanistan. The United States Army Fort Drum 10th Mountain Division Aviation Brigade was deployed to Afghanistan last fall until July 2020. The local family adopted a platoon of combat medics — "Dragon Dustoff." The family sends care packages each month with items requested by the soldiers to show their support, and we want to show our support as well.

If you are interested in participating, Weller Group will have a collection box in our front foyer throughout the next several weeks for our clients to drop off items from this list.

Also, to assist with shipping costs and to purchase morale-boosting items such as a video projector, books, games, and baked goods, the family has an account at Sparky's Cans and Bottles in Ontario. Any cans and bottles that are returned there can be credited to the "Fort Drum Combat Medic Team" account. Monetary donations are also accepted at Sparky's or by contacting Kristen Killion at kkillion78@gmail.com.

**Please note that Weller Group cannot accept monetary donations.**

For more information, you can view the pamphlet we have posted in our office here, which includes the list of items requested by the soldiers.

Thank you for supporting our troops!

Market Updates and Recaps

If you have any questions regarding market conditions, please feel free to contact Weller Group at (315) 524-8000.

Learn more about frequently asked questions.

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