File Sharing with Truepoint [New Client Test]

We need your information! Can’t upload it all in one session? No problem! Upload everything you can and return to this page later to finish up.

  • Income tax returns (federal, state, local) for past two years
  • Statement(s) of wages or pension/pay stub
  • Investment account statement(s)
  • Retirement plan statement(s)
  • Statements of children’s accounts: 529s, custodial accounts
  • Stock option/RSU statement(s)
  • Estate planning documents (Wills, Trusts, Powers of Attorney, Living Wills, ILITs)