The Dispatch

Easier Access to the Tax Center

As we prepare for the coming tax season, access to our Tax Center has been incorporated in the Freedom Advisors Service Center for easier access. Log into Freedom Advisors and enter the Service Center either by clicking on the Service tab within an account or by clicking on Service Center on the left navigation bar. Then click on the Tax Center link on the right side of the screen, as shown below. 

More information and reminders about the Tax Center and tax documents delivery schedules will be provided early in the new year. Please Note: Advisors who have never used the legacy EQIS TAMP have no client tax documents in the legacy EQIS Tax Center and will not be able to access it.

If you have questions, please contact Advisor Services at support@EQIS.com or 800-949-9936 and then press 2.