Use the client portal to retrieve your Avantax Planning Partners statements and provide data on your account, such as holdings, activity, and performance. You will receive an email each quarter from Avantax when your electronic statement is available.
What's new (v5.20.1)
- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes