Yes! But which tax forms you receive will depend on what kind of portfolio you have with us.

If you meet tax minimums, we’ll send you tax forms for your Mutual Fund (MF) investments by February 15 for the previous year. We’d love to send them earlier, but some of the MFs in your portfolio don’t report the information we need to complete your XXXX form until February.

TDS XXXX form
The XXXX form lists important information like any money you made when you withdrew money from your Capitalyze® account. When you withdraw money from your account, we must sell holdings in your portfolio. If your investments gained in value, you may be taxed on those gains. AMCs report the information on your XXXX form to you and the IRS.