Flourish

2024 tax statements


Below you will find information about 2024 tax document availability and timing. We're excited to introduce a new bulk download feature, one of the most frequently requested items that we've released to further support advisors during the upcoming tax season. The feature enables firms to download all client 1099 statements at once. 


Flourish Cash†
Flourish Cash 1099-INTs will be available on or after Wednesday, January 22, 2025 for all applicable accounts. Clients can simply log in and click on the Documents page to access their 1099(s), which will be dated December 31, 2024.

Please note: we do not issue 1099-INTs for clients if their combined account(s) do not generate $10 or more of interest in any given year. This does not mean that clients are not required to report interest if under $10. Clients should consult with a tax professional if they have any questions.

How clients can share tax documents with their advisor:

Clients can share tax documents with their advisors through the Advisor Dashboard by following the steps outlined in the FAQ. We will email clients when their 2024 1099 documents are available.


How Focus Partners | Wealth (formerly known as Buckingham Strategic Wealth) advisors can access client 1099s:

Shared 1099s will be posted to the Flourish Advisor Dashboard, which only select Focus Partners | Wealth employees can access. If you’d like to access a 1099-INT and do not have access to the Advisor Dashboard, you can reach out to one of your Client Services Managers or to David Hanna for assistance.

If you would like access to the Flourish Advisor Portal, simply email advisor@flourish.com.

Focus Partners | Wealth employees with access to the Advisor Dashboard, can view and download shared 1099s in two ways:

Bulk 1099 download: This new feature allows advisors to download all client tax statements at once. To get started, log in to the Advisor Dashboard and click on the green banner above the Flourish Cash overview. 

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Single-statement download: Advisors can view and download shared 1099s individually by:

  1. Logging in to the Advisor Dashboard
  2. Clicking on the 'Clients' tab
  3. Searching for the client and going to the household page
  4. Clicking on the 'Documents' tab

If you do not see any documents, it’s likely that the client is not currently sharing documents with you, and so you may wish to reach out to the client to ask them to turn on sharing as described in the FAQ above.

If you see only statements and not tax documents, or know that a client has turned on document sharing but you do not see a 1099-INT, it's possible that the account did not generate a tax document. As noted above, we do not issue 1099-INTs for clients if their combined account(s) do not generate $10 or more of interest.

If you have any questions, please don't hesitate to contact our Support team.

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Flourish is an online platform through which investors can access financial services and products. Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Annuities refers generally to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC, and, where applicable, Flourish Financial LLC. Flourish Insurance Agency operates in its capacity as a licensed insurance producer with offices in Jersey City, New Jersey, and does business in California under the name Flourish Digital Insurance Agency, providing insurance services related to such platform. Variable annuities, defined in this context to include Registered Index-Linked Annuities (“RILAs”), are offered through Flourish Financial LLC. Annuities shown on the platform are sold through Flourish Annuities, and are issued by one or more licensed insurance companies. The Flourish entities mentioned above are affiliates. Flourish Cash and Flourish Annuities accounts are separate accounts and only assets in Flourish Cash accounts may be eligible for protection by the FDIC or SIPC. Please review the Legal section of our website, and the disclosures provided with each Flourish service or product for further information. If you were introduced or invited to Flourish by an investment advisor or other third party, please be aware that, unless otherwise disclosed to you, they are not affiliated with any Flourish entity. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2025 Flourish. All rights reserved.

† A Flourish Cash account is a brokerage account offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. The cash balance in a Flourish Cash account will be swept from the brokerage account to deposit account(s) at one or more third-party Program Banks that have agreed to accept deposits from customers of Flourish Financial LLC. The accounts at Program Banks will pay a variable rate of interest.