HD Vest: Discover 1040 Analyst – Your Unique Advantage This Tax Season

The 1040 Analyst® can provide that comfort – meticulously designed with our Advisors in mind. It is a unique data mining tool with automation that allows you to seamlessly integrate your clients’ tax data from the Form 1040 and provide a customized client report highlighting financial services opportunities that may help them chart a new course.

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HD Vest Financial Services^® is the holding company for the group of companies providing financial services under the HD Vest name.

Securities offered through HD Vest Investment Services^SM, Member SIPC
Advisory Services offered through HD Vest Advisory Services^SM
6333 N. State Highway 161, Fourth Floor, Irving, TX 75038 | (972) 870-6000

HD Vest Financial Services and its affiliates (collectively, “HD Vest, Inc.”) do not provide legal, tax or accounting services. You should consult your tax and legal professional regarding the tax and estate planning implications of any investments.