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Quicken^® Account Download

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.

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TurboTax^® Download

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.

InstructionsDownload Disclosure

H&R Block At Home^TMDownload

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 Home^TMtax 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 Home^TMfor Windows Software or H&R Block At Home^TMfor Mac with version 2007 or newer to download tax information.

InstructionsDownload Disclosure