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 Learn about things that matter in a way that is meaningful. See our event schedule
