NMIS Online

Download Services

Quicken  |  Turbo Tax | H&R Block At Home

 

  

Quicken Account Download

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Northwestern Mutual Investment Services, LLC (NMIS) is dedicated to providing you with the tools and services you need to manage your wealth and reach your financial goals. Now NMIS Online clients can simplify their finances by downloading their NMIS account information through Quicken financial management software. This powerful tool will help you:

  • Manage your finances, quickly and easily
  • Eliminate time-consuming manual entry of investment information
  • Get a complete snapshot of all your NMIS investments and finances in one place

Please select download instructions listed below, you must have Quicken for Windows or Quicken for Mac Software. The CD-ROM versions from 2007 to the present are supported for downloading account information.

Instructions  Download Disclosure

 

TurboTax Download

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In addition to the advantages already available through NMIS Online, such as ready access to account information and investing tools, you may also download tax information into TurboTax tax preparation software from the following forms:

  • Form 1099-INT
  • Form 1099-DIV
  • Form 1099-B
  • Form 1099-OID
  • Form 1099-MISC

You must have TurboTax for Windows Software or Turbo Tax for Mac with version 2007 or newer to download tax information.

Instructions  Download Disclosure

 

H&R Block At HomeTM Download

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In addition to the advantages already available through NMIS Online, such as ready access to account information and investing tools, you may also download tax information into H&R Block At HomeTM tax preparation software from the following forms:

  • Form 1099-INT
  • Form 1099-DIV
  • Form 1099-B
  • Form 1099-OID
  • Form 1099-MISC

You must have H&R Block At HomeTM for Windows Software or H&R Block At HomeTM for Mac with version 2007 or newer to download tax information.

Instructions  Download Disclosure

 

 

 

 

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Copyright 2013. Investment services and securities products introduced through Northwestern Mutual Investment Services, LLC (NMIS). Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities) and its subsidiaries. NMIS is a subsidiary of NM, broker-dealer, member FINRA and SIPC. All accounts carried, and all transactions executed, cleared, and settled through Pershing LLC, member FINRA, NYSE and SIPC. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or Instrument or to participate in any particular trading strategy.