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What's New (3 Items)

  1. Your 2016 tax forms: View, print, or download your 2016 tax documents by signing on to your online account. Electronic tax documents are available online when your original forms are mailed:
    • 1099-DIV forms were mailed by January 31.
    • Most consolidated 1099-B forms were mailed by February 15. An IRS approved mailing extension up to March 17 will apply to any delayed forms.
  2. Alcatel shareholders: Please download Historical Merger and Acquisition Information (PDF). This document is provided for informational purposes only as a reference to assist with your cost basis calculations. For specific questions about your taxes, transaction reporting or calculation assistance, please contact your tax advisor or accountant.
  3. Share Balance Summary: A new Share Balance Summary report is available. This report allows you to view and print a financial summary for your accounts. Sign on and select "Statements and Tax Forms," then select the "Share Balance Summary" tab and enter your desired date.

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