When will my tax documents be ready?

1099s are due to the IRS by January 31st. At that point, the IRS allows your custodian, Pershing, to request an extension if they are still waiting for all the fund companies to send them yearend tax information.

No later than March 15th! If you are asking this question, we can promise you that you are not alone and as soon as we have the answer we will post it on our “Latest News” banner at the bottom of our home page. Please note that Pershing has no control over mutual funds making any last minute changes and this is a very common issue for all Broker Dealers (Fidelity, Schwab, and the like!). You will always be notified if any changes have been made.