TSF Investor Statements are now available online.
Follow these steps to access your statements.
2. Select the appropriate INVESTMENT ACCOUNT to view details.
3. Select the DOCUMENTS tab in the detail window.
4. Download a PDF by clicking on the green DOWNLOAD button for the appropriate statement.
Statement file names are titled with the investment account number and date and time when the statement was created.
Format: Account number – Investment Statement – YYYYMMDD00HHMM.pdf
Download your 1099
TSF 1099s are now available online.
Follow these steps to access your 1099 documents.
2. Navigate to the DOCUMENT CENTER in the left-hand menu.
3. Download a PDF of your 1099 by clicking on the green DOWNLOAD button to the right.
Documents are not listed in chronological or alphabetical order. For help finding your most recent 1099, use the following tip.
1099 file names are titled with the account name, “IRS 1099-INT”, and date and time when the 1099 was created (not the date range of the 1099).
Format: Account name – IRS 1099-INT – 2022012500HHMM.pdf