1099 Friendly Reminder

Feb 28, 2020 | Company News

1099 Friendly Reminder
Please do not forget that if your account(s) transitioned to Pershing during 2019, you will be receiving two 1099s for each account — one from Pershing and one from your prior custodian. Your Pershing 1099 will cover the time period when your account was custodied at Pershing and the other 1099 will cover the time period when your account was with your prior custodian. If your account(s) did not move to a new custodian in 2019 then you should only receive one 1099. If you have any questions about this, please contact your financial advisor

 

Investment advisory services provided by BLB&B Advisors, LLC a Pennsylvania-based investment advisor registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration as an investment advisor does not imply a certain level of skill or training. BLBB receives no referral fees or other remuneration from these unaffiliated third parties and clients are under no obligation to engage with BLBB recommended providers.