Why did I get multiple year-end tax documents for my account?

For 2014 only, customers can receive up to two year-end tax statements for their account at Kapitall (not including corrected tax documents that can be issued).

This is because we changed clearing firms in 2014. If your activity triggered reportable events at both of these clearing firms, each of them will send you a tax statement. For reportable activity after September 2014, the tax document will be available online. Reportable activity before September 2014 will be sent to you by mail to the address listed on your account. 

If you need a duplicate copy of the document mailed to you, contact Pershing Customer Service at 201-761-5499 and reference your old account number (which can be found on statements before September 2014) or your SSN.

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