Depending on portfolio size or frequency of securities transactions, you should evaluate whether this service is suitable. (us.axa.com)
We hold your stocks and bonds, collect your dividends and interest payments, execute securities transactions, keep the records and advise you of all transactions. (firstbt.com)
Typically, banks and brokerages will send a type of 1099 tax forms to individuals to report earnings not found on your W - 2 such as dividends or proceeds from securities transactions. (valuepenguin.com)