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

Follow

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 your name in the upper right hand corner. Scroll down to “Fund Settings” and click on the acknowledgment to “Exit the Advisor web pages and Go to Mutual Fund Web Pages”. Click on “Your Statements and Tax 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.

To access your Form 1099, log in to your Aspiration account and click on your name in the upper right hand corner. Scroll down to “Fund Settings” and click on the acknowledgment to “Exit the Advisor web pages and Go to Mutual Fund Web Pages”. Click on “Your Statements and Tax Documents” and you will be able to access your Form 1099.

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 your charity receipts and year-end giving overview log in to your Aspiration account and click on your name in the upper right hand corner. Click on “Settings” and then click on “Charity Receipts”.

Have more questions? Submit a request

Comments

Powered by Zendesk