National Financial Services (NFS) Tax Forms Availability + Instructions

2/16/2021

Clients that had brokerage accounts prior to our custodial change to Fidelity will also receive tax forms from National Financial Services (NFS).  Most accounts transitioned to the Fidelity platform last fall which means these tax forms will be for a partial year and that you will also receive a Fidelity statement. 

Anticipated Availability of Tax Forms  

  • Qualified Accounts: early to mid-February.  
  • Non-Qualified Accounts: released in 3 waves from mid-February to mid-March.  

Instructions to Access Tax Forms on Thrivent.com 

Read Recent

VIEW ALL POSTS

hello@parablewealth.com   |   952.475.9700   |   7760 France Ave S, Suite 710, Edina, MN 55435

Check the background of our representatives on FINRA BrokerCheck

PRIVACY POLICY

TAN Form CRS

DISCLOSURES

© 2020 PARABLE WEALTH PARTNERS. ALL RIGHTS RESERVED.

Parable Wealth Partners is proud to be an independent practice of Thrivent, a not-for-profit membership organization of Christians that has helped millions of people achieve financial clarity and live lives full of meaning and gratitude. 

 

Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “Thrivent”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Client Relationship Summary, Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures for a full description of services, fees and expenses, available at www.thriventadvisornetwork.com. Thrivent Advisor Network, LLC’s Advisory Persons may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

 Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Parable Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.