(855) 256-9253

Who will send me my tax forms?

Your 2016 tax documents have been provided to you by LOYAL3 and are available in your account. For 2017 tax documents: LOYAL3 will provide documents for the period during which you had an account with us, and FolioFirst or your new broker for the period of time your account is with them. For customers transferring to FolioFirst, all 2017 tax documents will be delivered via the FolioFirst site.