Support & FAQ

Get answers, access resources, and connect with our team. We’re here to help you streamline custody, investments, and account management with clarity and confidence.

Frequently Asked Questions

Do you issue IRS forms (1099, 5498, etc.)?

Yes. AET handles all required IRS tax reporting for custodial accounts, including Forms 1099, 5498, and other relevant disclosures. We ensure compliance with federal and state reporting timelines so you and your clients don’t have to manage it manually.

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