Some browsers and mail clients may not support active links. In this case, it’s possible the link has been modified or is being blocked. If this appears to be the case, you will have to copy and paste the entire URL, located at the bottom of your email, into the browser window. This may take more than one copy and paste effort. Additionally, if you already have a browser window open, the page may be displayed there.
When your report is delivered, you will get an email from Adhesion Platform. The email will read as follows:
Subject: Trek Financial Group Quarterly Statement Available
Dear Client: A new report entitled “Trek Quarterly Report” has been prepared for you and is available for viewing. Please log into your portal by clicking the link below to view your report.
Once you have logged into your Client Portal, navigate
to the folder icon on the left to see a list of the PDFs available to retrieve.
Note that Quarterly reports are typically uploaded by the last business day following end of Quarter date.
If you have forgotten your password, you can request a reset by visiting clicking on “Forgot Password?”
You will have to enter your email address and a new temporary password will be sent to you. Once you log in with your temporary password, you will have to choose a new password.
In this video, Schwab walks through the types of accounts that typically generate a 1099 and some of the most important sections of this tax document. Then they also talk about how the information on the form is used, when and how you’ll receive it, and the possibility of receiving a corrected 1099. Click Here.
The IRS generally requires that you file an amended return on Form 1040X. You may also wish to seek the advice of a licensed tax advisor.
Schwab must issue a corrected 1099 when mutual funds and Real Estate Investment Trusts (REITs) reallocate or reclassify their distributions in January for the previous tax year. Occasionally this process isn’t complete, or Schwab has not yet received the updated information, by the time 1099s are due to be mailed.
IRS regulations require that we issue a corrected 1099 within 30 days of receiving information showing that the previously issued form was incorrect.
You can find the most recent versions of your consolidated 1099 and other tax documents in the Statements Section (1) within your Schwab Client portal. Simply click on the Tax Forms (2) section to find the form you need to download.
The 5498 form reports IRA contributions (including catch-up contributions) and the fair market value of an IRA. If you made an IRA contribution, 60-day rollover, or direct rollover for the reporting year, you’ll get a 5498 form.*
We typically provide this form at the end of May. Eligible retirement account owners typically have until April 15 to make a prior-year contribution to their account. We will send the 5498 forms after that date to ensure all prior year contributions are included.
*Contributions to a qualified retirement plan (QRP) are reported on your W-2. The IRS and your tax professional can provide more information on reporting IRA contributions.
What is a trusted contact?
A trusted contact is a person or persons you authorize Schwab to contact on your behalf if account activity raises concerns such as potential financial exploitation, or if we have problems reaching you or communicating with you about your account.
What is a Trusted Contact Authorized to Do?
Your trusted contact can confirm current contact information, health status, or contact information for other authorized parties associated with the account. Your trusted contact is not authorized to act on your behalf, make transactions, or take other actions on your account.
How to Add a Trusted Contact
STEP 1: Login to your Schwab Account by visiting client.schwab.com.
STEP 2: From the top right hand menu click on “Profile”
STEP 3: From the drop down menu, click on “Trusted Contact”
STEP 4: Once you have completed the contact information, click on “Save”
To ADD: To add a new contact click on the green button “Add Trusted Contact”
To EDIT or REMOVE: If you already have trusted contacts added, but need to make changes, you can edit or remove under “Manage Your Trusted Contacts”
This resource can be accessed directly through Schwab.
For on-the-go access to your account, use the Schwab Mobile app to view balances and positions, make deposits, and more. Visit the app store designed for your mobile device and search for Schwab Mobile. Use your new Schwab Alliance credentials to log in once your account has transitioned to Schwab.
