Tax Tools & Statements1

To access your tax documents, you need to launch Account Management1. Account Management can be launched from by clicking on “Manage Account”.



Or you can launch Account Management1 from the platform by clicking on “Manage Accounts” in the lower right corner.

Once Account Management1 is launched, click on the “Tax Information” tab on the left side of the page. Within this section, you can locate any and all tax related documents produced by your account activity. You may also launch the Maxit Tax Calculator1 via this page, a real-time, cost and tax based investment decision support to help financial advisors and investors maximize tax liabilities and increase after-tax performance.

Here you will find your current 1099-B or for IRA accounts your 1099-R and 5498 as applicable. All linked accounts will be listed in the dropdown under ACCOUNT. For more information please visit our Tax Center1.



Maxit Calculator Tax Tool1

OptionsHouse offers tax software1 powered by Scivantage Maxit1. The Maxit Tax Calculator1 provides a full range of tools designed to help clients track capital gains, generate the Schedule D for tax filing, and to improve investment tax decisions. For more information please visit our Tax Center1.

Click on the “Maxit Calculator1” box below to launch the program.



From here click “Launch Maxit1” and the program will open in a new window (please ensure that your web browser is allowing pop-ups from OptionsHouse).



Once in the Maxit program1, you will have access to the 6 tabs shown below: