Broker Check

Tax Forms

IVY Funds

Clients who need a tax document for IVY Funds for years 2021 and earlier can call Macquarie at 1-888-923-3355 to request historical statements and tax documents.

Pershing

Clients who need tax document(s) for funds held with Pershing for years 2021 and earlier, please choose from the following options :

  • Call Pershing at 201-761-5499. Please note, this line only gives you the ability to leave a message.
  • Email Pershing at 2017615499@pershing.com.  
  • Use the button below to set up online access to NetXInvestor. Please contact our office should you need account numbers prior to 2021.
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