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Kylie

Kylie Davis

kdavis@mlwfinancial.com

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Reviewing and Distributing 1099s

Published October 8th, 2025 by Kylie Davis

  All 2025 1099 forms for which we have received a W9 are now available in your portal under: Non-Transaction Questions Files → 1099s Folder 🔗 Access Your Client Portal ⚠️ Important: Please review your forms carefully. If corrections are needed, respond to the Non-Transactional Question in your portal with the specific details. 📌📌All 1099 forms must

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Navigating the Client Portal App

Published October 8th, 2024 by Kylie Davis

Each tab within the Client Portal App serves a specific function. Below is a detailed guide: Home Page Resolve Transactions & Ask Questions Address any unresolved transactions and non-transactions promptly. Use the MLW section to ask any necessary questions. Switch Between Entities & Profiles Use the drop-down list (in top right-hand corner)

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