FGMK’s Secure Document Delivery Via Investor Portal

FGMK implemented its Investor Portal last year, securely delivering documents for many of its clients.  Our Investor Portal is a web-based document portal that creates smarter communication networks and simplifies the administration functions of our clients.

The portal allows FGMK to securely distribute files directly to clients’ investors, eliminating the burden of emailing or mailing paper documents.

The portal is designed to give clients’ investors quick and easy access to their FGMK prepared K-1s, under a single login. The portal also allows FGMK to communicate and distribute other important documents, such as quarterly investor statements, on our clients’ behalf.

As always, it is our goal to provide our clients with the highest level of client service, and we welcome inquiries should you be interested in exploring our Investor Portal.  We hope our clients find this online collaboration platform to be convenient to them as well as their investors as they prepare for the upcoming 2019 tax season.

For questions or feedback, please contact your FGMK professional or email us at FGMKinvestorportal@fgmk.com.


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