What kind of reporting will I get as a mutual fund client? When will I receive my statements?

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Throughout the year you will receive three different types of documentation from Aspiration:

Account Statements: These statements, sent quarterly, will give you a current overview of your account. You will receive an email when they become available 3-5 business days after the end of each quarter (March 31st, June 30th, September 30th, and December 31st).

To access your statements, log in to your Aspiration account, and click on “Statements and Documents,” and you will see all of the statements you have received since opening your Aspiration account.

Tax Forms: As an investor in one (or both) of our funds, you will receive a Form 1099 reporting any income resulting from your investment with Aspiration. You will receive an email notifying you that your Form 1099 is available to download before February 15th.

Your 1099 form will be available in the same section in your Settings,  within Statements and Documents --> Investment Statements and Tax Documents.

Charity Receipts: All of your charitable contributions made through Aspiration are 100% tax deductible. Anytime you make a donation you will receive a charity receipt. In January we will also provide you with a giving overview that includes all of the information you will need to file your taxes.

To access those receipts, please click through to your Settings, and then to Statements and Documents --> Client Agreements and Charity Receipts.

 

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