Q4 2022: Investing Insights with Principal, Jennifer Warder, "Tax & Investor Dashboard Updates"

Investing Insights: "Tax & Investor Dashboard Updates"

Written by Jennifer Warder
Q4 2022 Newsletter

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My article this quarter will be a bit different in that I will be covering two separate topics: 1) Tax Season Preparation and 2) Investor Dashboard Updates.

TAX SEASON PREPARATION

Although, as a company, we work in the background throughout the calendar year to prepare for tax season, this is the time of year where that work starts to intensify.

One of the ways that you can help yourself (& our team) prepare your K-1 data for the upcoming tax season is to ensure that the tax address we have on file for each of your Profiles on your Investor Dashboard is up-to-date, especially if you have moved.

Here's how you can do that:

1. Go to www.spiadvisory.com.
2. Click the "Investor Portal" button in the top-right of the navigation bar to log in.
3. Once you log into your Investor Dashboard, click the downward arrow (▾) next to your name on the top-right of the page to open a dropdown menu with additional items; then, click "Manage Profiles" at the bottom of the dropdown menu.
4. Once on the "Manage Profiles" page, for each of your existing Profiles, click to "Edit Contact Info" and review the addresses stored with the indicator of "Use for Tax Purposes" selected. Update any addresses that are outdated. NOTE: Please make sure to update your Individual Profile first, then update your remaining profiles.
5. Make sure your spouse or any other signers associated with how you've invested also log into their Investor Dashboard to make updates to their Profiles.

Once we begin providing your K-1s in Q1 2023, you may have some questions for us. Here's an article I wrote for our Q1 2022 Newsletter that addresses reviewing the K-1.

INVESTOR DASHBOARD UPDATES

We're excited to announce that we will be rolling our major updates to your Investor Dashboard in the first half of 2023. Below is key functionality you can expect. In addition to the typical functionality you have available today, here's a sampling of some of the additional actions you will be able to take.

You will be able to:

• Submit a secure online form to request Bank Account changes for your distributions.
• Upload documents to us securely via your login.
• Review K-1 data for Sections E-I of the K-1 form year-round.
• Access Help videos with instructions on how to use the Dashboard.

As we get closer to the official rollout of these updates, I will provide more details and ensure that you have advanced notice of the timing involved. Again, you can expect to see the changes described above in the first half of 2023.

In the meantime, from SPI to you...

Wishing you Happy Holidays and a Happy New Year!

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