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The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type).
1099 – Paper Mailing
1099 – Online Availability
Tax Document Delivery Settings
Most likely, your tax document delivery setting is the same as your monthly statement and trade confirmation setting. If you are uncertain of your current tax document delivery setting, or if you would like to change it, please reach out to your Bell Relationship Manager. We will be happy to assist you. If your Bell Relationship Manager is not available, or if you are calling after normal business hours, you may update your setting preferences by logging in to your Schwab account profile: Schwab.com/myprofile. You will need your Schwab login ID and password. You may also contact Schwab at 800-515-2157.
Bell received notification from our custodian, Charles Schwab, of a text message-based phishing attempt imitating Schwab. The phishing attempt appears to have been sent to a random set of phone numbers, not necessarily clients of Schwab or Bell Investment Advisors. The phishing attempt was conveyed through text messages appearing to come from Schwab, but in …Read More