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File Sharing with Truepoint

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.

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