Hilliard Lyons Access Online
With Hilliard Lyons Access Online, you can view your account status (for brokerage and retirement accounts) on any device and take advantage of new online tools that will enhance your view – and your understanding – of your accounts.
Hilliard Lyons Trust Company Account Portal
Need help with your HLTC Online Account Access? The links below will launch helpful information for the HLTC "Client Information Portal", including step by step instructions and help desk information.
Expect Two 1099 Tax Forms This Tax Season
If you became a Hilliard Lyons client before February 15, 2017, you will be receiving TWO 1099 forms this tax season, which will need to be totaled.
Whether you prepare your taxes yourself or rely on a tax preparer, you (and they) should wait for the final version of BOTH sets of forms before finalizing your tax return for calendar 2017.
- Both sets of tax reports will have the Hilliard Lyons logo on them, but one will show J.J.B. Hilliard, W.L. Lyons, LLC, as the company preparing the form.
- The other will have Wells Fargo Clearing Services, LLC, as the company preparing the form.
Do NOT discard either tax report. You will need them both to complete and file your taxes for 2017 accurately.
Note that accounts opened with Hilliard Lyons after February 15, 2017 (whether initial accounts or additional accounts), will generate only one set of tax forms, prepared by First Clearing/Wells Fargo Clearing Services, LLC.
Access Your Tax Forms Online
Forms will be made available on Hilliard Lyons Access Online the week of February 19, 2018. You can find your tax documents by selecting “Statement & Docs” from the “Portfolio” drop-down in the navigation bar.