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  2. Flourish Cash
  3. Tax Documents and Statements

Tax Documents and Statements

  • How can I share my account statements and 1099 Forms with my advisor?
  • I’m subject to back-up withholding - what should I do?
  • Where can I find my Flourish Cash account number?
  • Where can I find my account statements?
  • My partner and I both have Flourish Cash accounts; how many tax forms (1099-INT) will we receive?
  • Will I receive just one tax form (1099-INT) or many tax forms?
  • When will I receive my tax forms (1099-INT)?
Legal and Privacy


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 to the annuity platform operated by Flourish Technologies LLC and to Flourish Insurance Agency LLC (doing business in California under the name Flourish Digital Insurance Agency), and, where applicable, Flourish Financial LLC. Flourish Lending is offered by SoraFinance, Inc. (d/b/a Flourish Lending), a licensed mortgage broker (NMLS #2355841). SoraFinance, Inc. is not a lender. To verify SoraFinance, Inc., visit NMLS Consumer Access. The Flourish entities mentioned above are all wholly-owned subsidiaries of Flourish Holding Company LLC. Please review the Legal section of our website for more information and account terms. 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. © 2026 Flourish. All rights reserved.