For the 2012 tax season, Pershing has developed a comprehensive and informative guide to assist you or your tax professional with the preparation for your tax returns. It contains examples, explanations and illustrations from the Internal Revenue Service (IRS) schedules to help you understand your Tax Information Statement.
View it at: http://www.mytaxhandbook.com
Many of you are still receiving paper statements and confirms from Pershing LLC (our clearing firm). Pershing LLC is now charging $0.75 per mailing to receive paper in the mail. You can choose electronic delivery of your brokerage account statements and trade confirmations to avoid the charges and for the following additional benefits:
- Reduced risk—You can lessen the risk of identity theft that may be associated with sending sensitive financial information through the mail by choosing e-delivery.
- Instant access—Instead of waiting for the postal carrier, you’ll receive an e-mail when a new account statement or trade confirmation is available to view online.
- Convenience—With e-delivery, you’ll have password-protected access to download and print your account statements and trade confirmations from virtually any computer, at any time. Your statements will be kept for 10 years and trade confirmations for 3 years.
- Less paper—Receiving less mail means generating less clutter, and lowering the risk of misplacing important documents.