The Solomon Foundation

Online Access 2.0

We are thrilled to announce the official launch of our Online Access 2.0!
Here are some helpful tips and tricks, and feel free to contact us if you need more help.

How-To Videos

Download your 1099

TSF 1099s are now available online.
Follow these steps to access your 1099 documents.

1. Sign in to your ACCOUNT.

(Note: If you have not set up an account, please call our office during business hours.)

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,
“Rachel Smith – 1099-INT”.

Account name – IRS 1099-INT.pdf

Please note you will only receive a 1099-R for retirement
investments if you took a reportable disbursement in 2023.

Any 1099’s for trusts or custodial accounts will NOT be listed under
your account profile. You will only be able to access the 1099
documents specifically under your name.

Please call, or email, the office if you would like a
custodial 1099 emailed directly to you.

P: (855) 873-5873
E: invest@thesolomonfoundation.org

Organization and
Church Account Access

Online Access 2.0 includes an update to how organization and church accounts can be accessed.

As of July 1st, our system is now fully aligned with standard banking procedure and will require individual permission to any user who wishes to access the account.

For instructions on how to access organization and church accounts, download the PDF instructions by clicking the green button below.

**All users that need to be granted permission will also need to be listed on the corporate resolution. If they are NOT listed on the corporate resolution, then they will be required to be added and granted access by a staff member from The Solomon Foundation. The user will not be able to access until we have an updated and signed corporate resolution document.

Account Nicknames

Online Access 2.0 makes it easy to keep your TSF accounts organized.

The Account Nicknames feature allows you to create a nickname so that you can easily view and access your investments, loans, and business investments. Here are a few simple steps that show how to utilize the Account Nicknames feature.

Click the Accounts tab in the left hand menu. Find the account you’ll be creating a nickname for and make a note of the last 3 digits of the account number.

On the left side, click the Profile & Settings tab and go to Accounts Management.

Find the investment or loan that matches the 3-digit account you want to nickname.

Click on Add Nickname and type in a custom nickname.

Investor Statements

TSF Investor Statements are now available online.
Follow these steps to access your statements.

1. Sign in to your ACCOUNT.

(Note: If you have not set up an account, please call our office during business hours.)

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

Locating and Downloading Statements

Utilize the filter button in to locate a specific statement.
Find different statements and download to your computer.

1. Click
on the Document Center tab on the left hand side in the navigation bar.

(Note: If you have not set up an account, please call our office during business hours.)

2. Click
the green filter button to see the filter options. You can filter by document type, account
type, investment number, or loan number (if you account is associated with a church loan).

Tip: You can choose a date range or leave it open to include all documents

Once the filter has been applied, you can select the individual account.
Select the account you want to view and click the find button.

Tip: The subject bar at the top of the search results are interactive as well. Click on any title
of a column and it will sort by most recent to least recent, lowest to highest, etc. 

Click on the green download button to download the statement to your computer. You can save it, print it, email it, etc.

Click below to see a video demonstration on how to locate and download statements.