Tax Reporting: Unable to Log into Account Management to get 1099s

Contact our Customer Service Department, and advise the service agent that you are not able to log into the Account Management.

If you have your username, we will ask a series of security questions for identity verification. Once the information has been verified, our customer service department will establish a temporary password to allow you to gain access.

If you do not have your username, we will require you to send additional information to our new accounts department in order to verify your identity. Please be advised that in this case additional time may be required to complete the verification process.

In compliance with Treasury Department Circular 230, unless stated to the contrary, any information contained in this FAQ was not intended or written to be used and cannot be used for the purpose of avoiding tax penalties that may be imposed on any taxpayer.