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.