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Tax Statement Delivery Schedule
The updated tax deadlines are now available for review. Form 1099-Rs and RMD Notices will be available by January 31st, 2025. Consolidated 1099s will start to be available effective February 28th, 2025, and Form 5498 will be available by May 31st, 2025. Please note that you will receive a notification once the tax document is available for review.

Website Maintenance and System Update
We will conduct routine system maintenance from 11:30 p.m. ET on Friday, March 21st, 2025, through 3:15 a.m. ET on Saturday, March 22nd, 2025. Login access will be unavailable during this time. You may also not be able to access transaction histories and margin balances between 8:00 p.m. and 11:00 p.m. ET on Saturday, March 22nd, 2025. We appreciate your understanding and patience while we make these updates to enhance our website.

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Goldman Sachs Advisor Solutions is a brand of Folio Investments, Inc., d/b/a Goldman Sachs Custody Solutions ("GSCS") and Goldman Sachs & Co. LLC ("GS&Co."), which are subsidiaries of The Goldman Sachs Group, Inc. ("Goldman Sachs").
Custody, clearing and certain brokerage services are offered by GSCS, an SEC-registered broker-dealer and member FINRA/MSRB/SIPC. Additional brokerage services offered by GSCS are provided by GS&Co., which is an SEC-registered broker-dealer and investment adviser, and member FINRA/MSRB/SIPC. Research GSCS and GS&Co. at FINRA's BrokerCheck. Neither this website nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities in any jurisdictions where GSCS or GS&Co. are not registered.
Goldman Sachs is a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization, and its subsidiaries and employees are engaged in businesses and have interests other than the services provided by Goldman Sachs Advisor Solutions.
Margin loans are provided by GSCS. Other loans may be provided by Goldman Sachs Bank USA, Salt Lake City Branch, member FDIC, or other Goldman Sachs entities.
For GS Select: Loans are offered by the Salt Lake City branch of Goldman Sachs Bank USA. Member FDIC. Goldman Sachs Private Bank Select and GS Select are registered trademarks of Goldman Sachs & Co. LLC. Credit and collateral criteria as well as additional terms and conditions apply. Securities-based lines of credit may not be used to purchase or carry margin securities may not be suitable for all loan parties. You should consider whether a securities based loan is suitable before proceeding.
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Investment products are: NOT FDIC INSURED · NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, GOLDMAN SACHS BANK USA · SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED