Note Trading Platform

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    1. Investor Folio
    2. Taxes

    Taxes

    • Is there a summary of annual earnings available within an account?
    • When will my tax documents be available?
    • What if I have additional tax questions?
    • What information is in a 1099-OID from Lending Club?
    • What information is in a 1099-MISC from Lending Club?
    • What information is in a 1099-B from Lending Club?
    • What is the difference between a long-term and short-term gain or loss?
    • Do I pay taxes on my earnings on Notes bought and/or sold on the Note Trading Platform?
    • Notes are highly risky and only limited information is available about them. They are suitable only for investors whose investment objective is speculation. You could lose most or all of the money you invest in them. Folio Investing has no role in the original issuance of the Notes and is not responsible for and does not approve, endorse, review, recommend or guarantee the Notes or the accuracy, reliability, or completeness of any data or information about the Notes.
    • Notes are listed based on the presumption that all Borrower payments have been applied and that Note has not gone into default. If a Borrower payment is received after the Note has been listed but before the sale transaction has settled, or if the Borrower moves into default or charge-off, the listing or any pending transaction will be canceled. See the Important Disclosures page for additional important information.
    • ©2016 by FOLIOfn, Inc. All Rights Reserved. Securities products and services offered through Folio Investments, Inc. (“Folio Investing”). Member FINRA/SIPC.

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    © 2016 Lending Club Patient Solutions products and services provided through Springstone Financial, LLC, a subsidiary of LendingClub Corporation. Payment plans made by issuing bank partners.