Customer Relationship Summary & Regulation Best Interest Disclosure Brochure
*** IMPORTANT RE YOUR 2024 TAXES ***
The scheduled completion dates for the mailing of Forms 1099-R (for Retirement Accounts), Fair Market Value (FMV) Statements,
and Consolidated 1099 forms (includes buys, sells, divs and int) are outlined in the chart below.
DOCUMENT | DATE |
Form 1099-R | Mailed by Jan. 31, 2025 |
FMV Statements | Mailed by Jan. 31, 2025 |
Consolidated Form 1099 | Mailed by Feb. 18, 2025 |
BOND OF THE DAY
1000M SAN FRANCISCO BAY AREA RAPID Tax-Free Yield: 2.600% YTW / 4.124% YTM* Price: $105.527*
*Subject to prior sale and/or change in price. |
Commission-Free Trades*
Limited Time Offer
Open a new account (minimum account balance of $10,000) and trade commission free for 30 days.
$0.00
Unlimited online
stock & ETF trades
Everyday Pricing
Account must be funded prior to purchase. Security must be long prior to sale.

Choices
Smart investing begins with selecting
the right account.
the right account.

Guidance
Representatives are available to answer
your account related questions.
your account related questions.

Research
Choose to invest in mutual funds,
stocks, bonds and more.
stocks, bonds and more.
1 Pay one flat rate for stocks and ETFs with a self-directed investment account — regardless of your account balance or how often you trade. Other management and transaction fees may apply.