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Martin Luther King Jr. Day Holiday Closure
In observance of Martin Luther King Jr. Day, the U.S. financial markets and our offices will be closed on Monday, January 20th, 2025. All window trades placed after 2:00 p.m. ET on Friday, January 17th, 2025 will be processed in the next available window on Tuesday, January 21st, 2025. No window trades, direct trades, account transfers, or money transfers will be processed on Monday, January 20th, 2025.

Tax Statement Delivery Schedule
The updated tax deadlines are now available for review. Form 1099-Rs and RMD Notices will be available by January 31, 2025, Consolidated 1099s will start to be available effective February 17, 2025, and Form 5498 will be available by May 31, 2025. Please review the updated deadlines to ensure timely filing.

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