CWM News | Mar 19, 2024

VIDEO: Downloading Your 1099 Tax Documents on CWM's Client Portal

Sophie Headshot_Square_April 2024_Cropped

featuring Sophie Thilenius, MBA
Operations Associate

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Schwab 1099 tax documents are available to download in your CWM Client Portal. Check out this quick video featuring Operations Associate Sophie Thilenius on how to download your Schwab tax documents.

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Still need to set up access to your Client Portal? Contact Us and we'll coordinate a time to enroll you and walk you through its features.

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As an Operations Associate at CWM, Sophie brings with her a robust education background and years of experience in the finance industry. Sophie serves a versatile role, applying her skills across many facets of the organization.

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