TD Ameritrade's distribution of Consolidated 1099 forms will begin mailing later this month - continuing through mid-February. To access the Consolidated 1099, see the below outline:
- If you do have a TD Ameritrade Login: clients who have previously set up a TD Ameritrade login will receive an email notification when their 1099 is available to view/download (please do not click on links within these email notifications - access your information by logging in separately).
- If you do not have a TD Ameritrade Login: clients who have not previously set up a TD Ameritrade login will receive their statement via physical mail, sometime in February.
- PH Client Portal: Consolidated 1099s will be available to view/download via the client portal in the month following generation (some may be available in February, but most will be available in March).