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
- Chase Investments
- E*Trade (Etrade Securities LLC)
- J.P. Morgan Clearing Corp.
- J.P. Morgan Private Banking
Apex Clearing
- Albert Investments LLC
- Ally Invest
- Apex Clearing 2021 and Prior
- Apex Clearing Corp
- Centerpoint Clear Street
- First Trade Securities
- M1 Finance LLC
- Round Investments LLC
- SoFi Invest
- Sogotrade
- Stash Capital
- Stockpile
- Tastyworks
- Third Party Trade
- Titan Invest
- Tradier
- Twine by John Hancock
- Webull Financial LLC
FIS Tax Information Reporting Suite
- Acorns
- Ameriprise Financial
- AssetMark Trust Company
- Axos
- COR Clearing
- Hilltop Securities Inc.
- Janney Montgomery Scott
- Just2Trade
- LPL Financial
- Lightspeed Trading
- Moomoo Financial Inc
- Robert W. Baird & Co.
- Robinhood Crypto
- Robinhood Crypto 2019
- Robinhood Crypto 2020
- Robinhood Securities LLC
- SpeedTrader
- Stifel Nicolaus
- TD Ameritrade
- TradeStation
- UBS
- Vision Financial Markets
- Wealthfront
- Wedbush