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2015 Revised 1099 Deadline Reminder:

2015 1099-R & 1099-Q tax forms for IRA & Coverdell ESA accounts are still currently showing on the BUYANDHOLD website.

(The forms were made available by March 31, 2015 and a client notification email was generated at that time)

Please be advised that the IRS has revised the upcoming delivery deadline for 1099 tax statements for the 2015 tax year from January 31 to February 15, 2016.

Clients with accounts holding Widely Held Fixed Income Trusts should have their 2015 1099 tax forms on the BUYANDHOLD website by 2/29/2016.

Clients will be notified by email as soon as the tax forms are available.


Effective Friday, February 13, 2015, the BUYandHOLD division of Freedom Investments, Inc. has transferred all of its client accounts to FOLIO Investments, Inc., referred to as Folio Investing below.

Please visit to login and view your account(s). Do not hesitate to contact Folio’s Customer Service Department at 1 (888) 973-7890 regarding any questions you may have pertaining to your brokerage account.

You can still login at to review your transaction history, monthly statements and tax forms until October 2016.


Freedom Investments, Inc. Statement of Financial Condition As of June 30, 2015 (Unaudited) (PDF document)



Freedom Investments, Inc. Statement of Financial Condition As of December 31, 2014 (Audited) (PDF document)



BUYandHOLD routes orders to Oppenheimer (member FINRA/SIPC) three times a day, and provides real-time trade executions, unless BUYandHOLD or any of its agents or affiliates experience technical, mechanical or other difficulties, including but not limited to, delays or loss of service resulting from computer, electronic, mechanical, or communication line failure, heavy trading volume and/or market conditions beyond our control.

Click here to read how BUYandHOLD routes orders pursuant to U.S. Securities and Exchange Commission rule 606.

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