Clients and Friends,
It is tax season once again and we have aggregated some information to help you and your tax professional better navigate through the documentation and deadlines for tax reporting from our various partner investment firms.
For those of you with Geneos Retail, Advisory, and SelectOne Advisory accounts at Pershing, more information can be obtained about reporting deadlines and document formats at Pershing’s 2015 Investor Tax Information Website.
Actual tax forms for Pershing, American Funds, MetLife, and Lincoln Life may be obtained through their respective websites accessible through our “Clients” page.
If you or your tax professional have any questions about tax reporting or other tax-related documentation, please contact our office directly at 623-977-9823.
Thank you for being our client!