Form 1099-B Producers

Many brokers outsource the production of Form 1099-B. Here is a list of known production relationships. Let us know if you have more complete or current information.

Broadridge Financial Solutions

  1. Chase Investments
  2. E*Trade (Etrade Securities LLC)
  3. J.P. Morgan Clearing Corp.
  4. J.P. Morgan Private Banking

Apex Clearing

  1. Albert Investments LLC
  2. Ally Invest
  3. Apex Clearing 2021 and Prior
  4. Apex Clearing Corp
  5. Centerpoint Clear Street
  6. First Trade Securities
  7. M1 Finance LLC
  8. Round Investments LLC
  9. SoFi Invest
  10. Sogotrade
  11. Stash Capital
  12. Stockpile
  13. Tastyworks
  14. Third Party Trade
  15. Titan Invest
  16. Tradier
  17. Twine by John Hancock
  18. Webull Financial LLC

FIS Tax Information Reporting Suite

  1. Acorns
  2. Ameriprise Financial
  3. AssetMark Trust Company
  4. Axos
  5. COR Clearing
  6. Hilltop Securities Inc.
  7. Janney Montgomery Scott
  8. Just2Trade
  9. LPL Financial
  10. Lightspeed Trading
  11. Moomoo Financial Inc
  12. Robert W. Baird & Co.
  13. Robinhood Crypto
  14. Robinhood Crypto 2019
  15. Robinhood Crypto 2020
  16. Robinhood Securities LLC
  17. SpeedTrader
  18. Stifel Nicolaus
  19. TD Ameritrade
  20. TradeStation
  21. UBS
  22. Vision Financial Markets
  23. Wealthfront
  24. Wedbush