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Life with Wealth
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Life with Wealth
About
Services
- Financial Planning
- Investment Management
Insights
Resources
Contact

Additional Resources

Depositing Funds & Securities

Complete instructions for how to add money to your Shareholders Service Group accounts.

Wiring Instructions

Complete instructions for wiring funds to Shareholders Service Group via the federal funds wire routing system.

Tax Planning Resources

Year-End Tax Checklist
View your tax documents by logging in to your Investment Portal
View your tax documents by logging in to NetXInvestor

News & Topical Resources

California’s Proposed Mandatory Long-Term Care Payroll Tax
Understanding Employee Benefits

Cybersecurity Resources

Information and guidance from the IRS on identity theft

Financial knowledge can be easy to understand and relevant to you.

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Griffin Black Portal

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emX / eMoney

Financial Planning Tool
Account Aggregator
Budgeting & Spending

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NetXInvestor®

e-Delivery – Going Paperless
Tax Documents (1099, 1099R, etc.)
Account Statements
Pershing Communications

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