Client Central
Your accounts,
in one place
Password resets are handled by each provider. If you are not sure which account you need, or something does not look right, call and someone will walk you through it.
Quick answers
How do I…
- See my whole financial pictureOmniCAP
- Check balances and activityFidelity
- Find my statements and tax formsFidelity
- Check my workplace retirement planFidelity NetBenefits
- Update my address or phone numberCall the office
- Add or change a beneficiaryCall the office
- Take a distribution or an RMDCall the office
- Move money in or outCall the office
- Add my accountant or attorney to a conversationCall the office
- Report a suspicious email, call or textCall the office
Tax season
When your documents arrive
These are the deadlines the custodian and the IRS work to, not a schedule OmniStar sets. Your own documents appear in Fidelity as soon as they are ready.
1099-R
Retirement account distributions
By January 31
Consolidated 1099
Dividends, interest and sales in taxable accounts
Mid-February, sometimes in batches
5498
IRA contributions, including prior-year ones
By May 31
Schedule K-1
Partnership holdings, where you have them
March or later
Corrected 1099s are common in late February and March, usually because a fund reclassified something after the fact. It is normal. If you have already filed, talk to your accountant before doing anything.
Staying safe
How we will and won’t contact you
- We will never ask you for your password, and we do not need it.
- We will never ask you to move money based on an email alone.
- We will never ask you to buy gift cards, send cryptocurrency, or wire funds to an account you have not confirmed with us by phone.
- If a message seems to come from us and something feels wrong, hang up or close it and call the office on the number on this page.
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