How to Access Your Tax Forms Electronically
You will be receiving multiple tax documents this year. Pershing is sending out tax forms for activity from the 1st half of 2021 and LPL Financial is sending out tax forms for activity from the 2nd half of 2021. Mailing dates are:
- IRA 1099R (only if you took IRA distributions): Jan. 31
- Non-retirement 1099Div: Feb. 15 - Mar. 15
PERSHING
If you do not receive your Pershing tax documents after these dates or if you prefer to access your documents electronically, you can re-register for online access to print them out by following these instructions:
- Go to NetXinvestor.com
- Click the blue “register now” button
You will be guided through 4 simple steps to complete your registration, during which you will be asked to:
- Review and agree to the Terms & Conditions regarding the use of the website.
- Provide user information, including an e-mail address.
- Verify your identity.
- Create a user ID and secure password.
At the end of the process, you will have to activate your ID by clicking a link in an e-mail that will be sent to the e-mail address you provided. If after going through this process you're still unable to retrieve your Pershing tax forms, please contact me for assistance.
LPL FINANCIAL
If you do not receive tax documents from LPL or if you prefer to access your documents electronically, you may access them through the MyAccountViewOnline.com online portal. If you do not have online access, contact me for assistance.
