Pershing Advisor Solutions Clients

At, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTaxtax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

1099-B Portable Document Format (PDF)

For tax year 2019, you may download your Pershing Advisor Solutions Form 1099-B PDF file and submit it for processing.

If you have additional or newer information regarding Pershing Advisor Solutions downloadable files, please email us at .