FAQs and Troubleshooting

Most commonly asked questions, Corporate Actions, and more

+1

25 articles in this collection
Written by George Moran, Jeffrey Laird, Kevin Loo and 1 other

New Stocks Added

New Stocks, IPO, Added, Stocks

Written by Kevin Loo
Updated over a week ago

When will I get my 1099?

Keywords: Tax, Taxes, Report, 1099, 1099-B, 1099-DIV, 1099-INT, and 1099-MISC

Written by Jeffrey Laird
Updated over a week ago

Can I connect directly to TurboTax to import my 1099?

Tax, Taxes, Report, 1099, 1099-B, 1099-DIV, 1099-INT, and 1099-MISC

Written by Kevin Loo
Updated over a week ago

When will my Schedule K-1 be available?

Keywords: Schedule, K-1, Sch K-1, Tax Document

Written by Jeffrey Laird
Updated over a week ago

What is Buying Power?

What is the difference between Buying Power, Unavailable Cash, and Withdrawable Cash

Written by Stockpile Support Notifications
Updated over a week ago

Updating Information

How do I update my profile?

Updating your phone number, mailing / home address, email, and password.

Written by Stockpile Support Notifications
Updated over a week ago

How do I upload my documents?

Key Words: Documents, Upload, Link

Written by Stockpile Support Notifications
Updated over a week ago

Updating Your Address

Keyword: update, mailing, home address

Written by Stockpile Support Notifications
Updated over a week ago

Fees

Trading Fees

Keywords: cost, fees

Written by Stockpile Support Notifications
Updated over a week ago

What is an NSF Fee?

locked account, NSF, deposit, Insufficient Funds

Written by Stockpile Support Notifications
Updated over a week ago

Fees - Bank, Brokerage, and Misc. Fees

Keywords: Fees, Transfer, NSF, Statement, Unknown, Misc

Written by Stockpile Support Notifications
Updated over a week ago

What is an ADR?

Keyword: ADR, shares of foreign company

Written by Stockpile Support Notifications
Updated over a week ago

Corporate Actions

What is an IPO?

Written by George Moran
Updated over a week ago

What are Corporate Actions?

Keywords: Corporate, Action, Split, Reorg, Merger, Delisting

Written by Stockpile Support Notifications
Updated over a week ago

Corporate Action Updates

Keywords: Corporate, Action, Merger, Delisting, Split

Written by Stockpile Support Notifications
Updated over a week ago

Documents

What about dividends, taxes, and voting?

Keyword: dividend, tax, vote

Written by Stockpile Support Notifications
Updated over a week ago

What is a "confirm"?

Keyword: CON-firm, eConfirm

Written by Stockpile Support Notifications
Updated over a week ago

Will I receive account statements?

Keyword: account statements

Written by Stockpile Support Notifications
Updated over a week ago

Other

Stock Market Holidays

Keywords: Holiday, Holidays, Closed, Delay

Written by Stockpile Support Notifications
Updated over a week ago

How does the Wish List work?

wish list, buy stock

Written by Kevin Loo
Updated over a week ago

Do you have a phone number?

Keywords: Contact, Phone

Written by Stockpile Support Notifications
Updated over a week ago

What is Escheatment and Abandoned Property?

Keywords: escheat, escheatment, abandoned, property letter, APEX

Written by Stockpile Support Notifications
Updated over a week ago

Can I connect Stockpile to Mint.com?

Mint, Quicken, Connect

Written by Jeffrey Laird
Updated over a week ago

How do I close my account?

close, delete, account

Written by Stockpile Support Notifications
Updated over a week ago

Transferring Stock to Another Brokerage

Transferring stock and cash from Stockpile to another brokerage - ACAT

Written by Stockpile Support Notifications
Updated over a week ago