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Please be advised that you may have received notice of a new tax form available in the Statements/Tax Records section of your FolioFirst account. The 1099-B tax form is the result of a trade(s) placed in your account in 2019. Keep the following in mind when reviewing this tax form:
The net amount is what is reported (see Box 6). It will be Proceeds (1D) - Cost Basis (1E), even though this amount is not shown on the form. The net amount represents a gain or loss. Any questions related to filing your taxes for 2019 should be directed to a tax service/professional.

As a reminder, your account was held by Loyal3, an online brokerage firm. Loyal3 ceased operations and the accounts were transferred to FolioFirst in May 2017.

FolioFirst Debit Balance Liquidation Trades

Please be advised that you may see trade activity in your account. Trades were initiated recently on your account to cover an outstanding debit balance related to the accumulation of the monthly platform fees. This is the first instance of a recurring process related to your FolioFirst brokerage account. If there is a remaining debit balance in your account as of 12/26/2019, we will initiate an additional sale of your holdings to cover the remaining debit balance.

In order to avoid the liquidation of any additional holdings in your account in the future, you must log in and choose to initiate on the following options:

1. Deposit cash via the Transfer Money function to cover any debit balance.
2. Initiate a sale of a portion of your current holdings to cover any debit balance.

Your account was held by Loyal3, an online brokerage firm. Loyal3 ceased operations and the accounts were transferred to FolioFirst in May 2017. Your account has been charged a monthly platform fee of $5 beginning in August 2017. The fee covers the expenses related to the custody of a securities account, such as statements, tax reporting/record keeping of assets, as well as, up to 2000 window trades per month.

Privacy Policy

We have updated our Privacy Policy. We encourage you to review how we protect the confidentiality of your personal information.

Website Maintenance and System Update

We will conduct routine system maintenance from 11:00 p.m. ET on Friday, January 24th, through 3:00 a.m. ET on Saturday, January 25th.