Simply click here and enter your email address and your username will be emailed to you along with a link to reset your password.
Yes, simply log in to My Client Portal. Then, scroll down to the section labeled “Download Prior Tax Return” and click on the year you would like. The last 3 years of returns filed with The Cook Group are stored in your Client Portal. If you you need years prior to this please call 919-784-9100.
Yes, you can!
No. Don’t wait for your LPL Financial 1099s. We have access to them and will upload them with your completed return.
If you have already clicked on your .zip file and it did not automatically open your file folder, try downloading WinZip and follow these directions.
Questions? Call 919-784-9100.