How to use the My Reports Dashboard in your Advisor HQ. December 21, 2022 21:53 Updated Related articles Should I expect to get a 1099-NEC for tax purposes, and if so, where will I find it? Learn more about Account Balance changes. How do I add or update my direct deposit information? How do I add or update my SSN? (US Advisors only) How do I ensure my Advisor auto-renewal is successful?