20251006-4871342
[{"groupName":"Registration and Account Access","faqList":[{"faqnumber":1,"question":"I forgot my password. What do I do now?","answer":"\u003cp\u003eClick the sign in button at the top right of the site navigation, and choose “forgot password” on that page. Follow the instructions given to reset your password.\u003c/p\u003e\n"},{"faqnumber":2,"question":"What happens when I log out of the app?","answer":"\u003cp\u003eLogging out of your account ends your secure session and takes you back to sign in page of the mobile app. If you want to access your account information, you will need to log back in.\u003c/p\u003e\n"},{"faqnumber":3,"question":"How do I utilize landscape orientation when using my mobile device?","answer":"\u003cp\u003eThe ability to view in landscape orientation is currently available in our mobile app when utilizing a tablet device. If you wish to utilize landscape orientation with your mobile device, you may visit \u003ca href\u003d\"http://mysecure.vcm.com\" target\u003d\"_blank\"\u003ehttp://mysecure.vcm.com\u003c/a\u003e to access your accounts in landscape orientation.\u003c/p\u003e\n"},{"faqnumber":4,"question":"Can I use my Member Number to log into vcm.com?","answer":"\u003cp\u003eNo, you need to create a Victory Capital Username to access your accounts. If you have not already registered,\u0026nbsp;\u003ca href\u003d\"https://mysecure.vcm.com/memberSignUp\"\u003e\u003cb\u003eclick here\u003c/b\u003e\u003c/a\u003e\u0026nbsp;to sign up. If you have previously registered and have a Victory Capital Username\u003cspan style\u003d\"font-family: benton-sans, sans-serif; font-size: 16px; font-style: normal; font-weight: 500; letter-spacing: 0px;\"\u003e,\u0026nbsp;\u003c/span\u003e\u003ca href\u003d\"https://mysecure.vcm.com/sign-in\"\u003e\u003cb\u003eclick here\u003c/b\u003e\u003c/a\u003e\u003cspan style\u003d\"font-family: benton-sans, sans-serif; font-size: 16px; font-style: normal; font-weight: 500; letter-spacing: 0px;\"\u003e\u0026nbsp;to sign in.\u003c/span\u003e\u003c/p\u003e\n"},{"faqnumber":5,"question":"Can I use my Online Username to log in to vcm.com?","answer":"\u003cp\u003eNo, you need to create a Victory Capital Username to access your accounts.\u0026nbsp;If you have not already registered, \u003ca href\u003d\"https://mysecure.vcm.com/memberSignUp\" style\u003d\"font-weight: bold;\"\u003eclick here\u003c/a\u003e\u0026nbsp;to sign up. If you have previously registered and have a Victory Capital Username, \u003ca href\u003d\"https://mysecure.vcm.com/sign-in\"\u003e\u003cb\u003eclick here\u003c/b\u003e\u003c/a\u003e to sign in.\u003c/p\u003e\n"},{"faqnumber":6,"question":"I am already registered and am trying to sign in to my account. I am receiving an error message that states, “please enter valid credentials”. What do I do?","answer":"\u003cp\u003ePlease make sure you are using your Victory Capital Username to log in.\u0026nbsp;If you have not already registered,\u0026nbsp;\u003ca href\u003d\"https://mysecure.vcm.com/memberSignUp\"\u003e\u003cb\u003eclick here\u003c/b\u003e\u003c/a\u003e\u0026nbsp;to sign up.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":10,"question":"I completed my registration and would like to log in, but I do not remember my Victory Capital Username. How can I locate my Victory Capital Username?","answer":"\u003cp\u003eFrom the \u003ca href\u003d\"https://mysecure.vcm.com/sign-in\"\u003e\u003cb\u003elogin page\u003c/b\u003e\u003c/a\u003e, click on “Forgot Username?”. In the box that says “Member Number,” enter your Member Number. Note: Your Member Number is different than your Online Username. Follow the instructions provided to retrieve your Victory Capital Username.\u003cbr\u003e\n\u003c/p\u003e\n"},{"faqnumber":11,"question":"How can I create a strong password?","answer":"\u003cp\u003eThe password used on this site should not be one that you use for any other logins. You should create a password with at least one letter and one number. Using letter combinations that are not recognizable words and avoiding things like birthdays and addresses also help create a strong password.\u003c/p\u003e\n"},{"faqnumber":12,"question":"Should I share my password with others?","answer":"\u003cp\u003eNo, you should never share your password. Keep it in a secure place. If a family member needs to access accounts on vcm.com, they should create their own login.\u003c/p\u003e\n\u003cp\u003eIf your email service provider or spam filtering program offers a \u0026quot;whitelist,\u0026quot; \u0026quot;safe list\u0026quot; or \u0026quot;friends\u0026quot; list, you may be able to add the domain (vcm.com) to the list.\u003c/p\u003e\n\u003cp\u003eSome email servers place a clickable \u0026quot;not spam\u0026quot; link in the header of any email that is sent to the spam or bulk email folder. Clicking the link provides information and options for assuring that future emails from us are delivered to your inbox.\u003c/p\u003e\n"},{"faqnumber":13,"question":"How do I update my mailing address to ensure I receive my statements and documents?","answer":"\u003cp\u003eAfter logging into your account, please select \u0026quot;Profile \u0026amp; Preferences\u0026quot; from the drop-down menu under your name. Your address can be updated in your profile information.\u003c/p\u003e\n"},{"faqnumber":14,"question":"What happens when I log out of the site?","answer":"\u003cp\u003eLogging out of your account ends your secure session and takes you back to the public area of the website. If you want to access your account information, you will need to log back in.\u003c/p\u003e\n"}]},{"groupName":"Marketplace","faqList":[{"faqnumber":1,"question":"Why is my brokerage account being closed?","answer":"\u003cp\u003eAfter careful consideration, Victory Capital has decided to retire its Victory Capital Marketplace brokerage service. Victory Capital remains committed to helping investors achieve their financial goals and to making this transition as smooth as possible.\u003c/p\u003e\n"},{"faqnumber":2,"question":"Who is affected by this change?","answer":"\u003cp\u003eAll account holders with an active Victory Capital Marketplace brokerage account will be affected.\u003c/p\u003e\n"},{"faqnumber":3,"question":"What is my account Closure Date?","answer":"\u003cp\u003e\u003cb\u003e \u003c/b\u003eYour account\u0027s Closure Date depends on its balance:\u003cb\u003e\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003e·\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp; Account balance under $5,000: \u003cb\u003eOctober 1, 2026\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003e·\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp;\u0026nbsp; Account balance of $5,000 or more: \u003cb\u003eNovember 1, 2026\u003cbr\u003e\n \u003cbr\u003e\n\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003eOn your Closure Date, impacted accounts are considered to be closed to new transactions. After your Closure Date, you will not be able to purchase new securities, buy additional shares of your existing holdings, or make additional deposits. However, your existing positions will remain in the account while you decide on next steps, and any dividends will continue to be processed according to your existing dividend preference (e.g., reinvestment or cash) on file.\u003c/p\u003e\n"},{"faqnumber":4,"question":"What options do I have?","answer":"\u003cp\u003eYou will have four options for handling your account: (1) transfer to another broker-dealer of your choice; (2) roll over to another IRA, if your account is a Traditional or Roth IRA; (3) liquidate the positions and receive the net proceeds; or (4) take no action.\u003c/p\u003e\n\u003cp\u003eIf no action is taken or we do not receive your instructions by December 1, 2026, the default outcome will depend on your account balance.\u003c/p\u003e\n\u003cp\u003eAccounts with a balance of $5,000 or more will be considered abandoned; however, your investments will remain intact, and we will not sell or liquidate any securities in your account. Pershing LLC, the current clearing broker, will reach out with next steps on how to proceed with your account, which may result in additional fees.\u003c/p\u003e\n\u003cp\u003eAccounts with a balance of under $5,000 will be considered abandoned and the assets will be liquidated with the net proceeds sent by check to the address of record. You have the right to object to a default transfer or liquidation by selecting Option 1, 2, or 3 before December 1, 2026.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":5,"question":"How will I be notified? ","answer":"\u003cp\u003eAll impacted account holders will receive an official notification via mail and email outlining the full details of the closure, the applicable timeline, required actions, and all available options.\u003c/p\u003e\n"},{"faqnumber":6,"question":"What happens to the investments I currently hold?","answer":"\u003cp\u003eYour existing positions will remain unchanged through your Closure Date and during the instruction period that follows. What happens after December 1, 2026, depends on the option you choose. If no action is taken or we do not receive your instructions and your balance is $5,000 or more, your account will be considered abandoned. Your investments will remain intact, and we will not sell or liquidate any securities in your account. Pershing LLC, the current clearing broker, will reach out with next steps on how to proceed with your account, which may result in additional fees. \u0026nbsp;\u003c/p\u003e\n\u003cp\u003eIf you provide no instructions and your balance is under $5,000, your positions will be sold and the net proceeds sent by check to your address of record. Alternatively, you may provide instructions by choosing to transfer your account in-kind to another broker-dealer, roll over to another IRA (if your account is a Traditional or Roth IRA), or instruct us to liquidate the positions and send you the proceeds. Please review your options in the “What options do I have?” FAQ for more information.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":7,"question":"Will my investments be sold automatically if I don’t act?","answer":"\u003cp\u003eThis depends on your account balance. If your balance is $5,000 or more and if no action is taken or we do not receive your instructions by December 1, 2026, your account will be considered abandoned. Your investments will remain intact, and we will not sell or liquidate any securities in your account. Pershing LLC, the current clearing broker, will reach out with next steps on how to proceed with your account, which may result in additional fees.\u003c/p\u003e\n\u003cp\u003eIf your balance is under $5,000 and if no action is taken or you do not provide instructions by December 1, 2026, all existing positions will be sold at prevailing market prices and the net proceeds sent by check to your address of record. This could result in tax implications. Please review the FAQs on tax implications below and consult a qualified tax advisor before providing instructions by December 1, 2026.\u003c/p\u003e\n"},{"faqnumber":8,"question":"What happens to any pending transactions or dividends?","answer":"\u003cp\u003eYour existing positions will remain in the account through your Closure Date and during the instruction period that follows. Transactions pending as of your Closure Date will be completed in the ordinary course, and any dividends paid before your Closure Date will be processed as normal. After your Closure Date, you will not be able to place new trades or make additional deposits, and any automatic investment plans on the account will be cancelled. However, dividends will continue to be processed according to your existing dividend preference on file (e.g., reinvestment or cash).\u003c/p\u003e\n"},{"faqnumber":9,"question":"What if my account is a Traditional or Roth IRA?","answer":"\u003cp\u003eIf your account is a Traditional or Roth IRA, all four options remain available to you. An in-kind transfer to another broker-dealer (Option 1) is not a taxable event and is not subject to withholding. A direct trustee-to-trustee rollover to another IRA custodian (Option 2) is likewise not a taxable event and is not subject to withholding. A liquidation (Option 3), whether elected directly or as the default outcome for accounts under $5,000, is reported on IRS Form 1099-R and carries the following consequences: 10% federal income tax withholding unless you elect a different rate; a 10% early-withdrawal penalty if you are under age 59½, unless an IRS exception applies; and loss of the account’s tax-advantaged status, unless you redeposit the full amount into another IRA within 60 days, subject to the IRS one-rollover-per-12-month limitation.\u003c/p\u003e\n\u003cp\u003eIf no action is taken (Option 4) or we do not receive your instructions and your balance is $5,000 or more, your account will be considered abandoned. Pershing LLC, the current clearing broker, will contact you separately with next steps on how to proceed, which may result in additional fees. Your investments will remain intact and will not be sold or liquidated as a result of this process. Any transfer of your IRA, whether you initiate it or Pershing LLC does through the process described in their notification, will be conducted as a direct trustee-to-trustee transfer to a Traditional or Roth IRA of the same type. This preserves the account\u0027s tax-advantaged status, is not a taxable event, is not subject to withholding, and does not count against the IRS one-rollover-per-12-month limitation.\u003c/p\u003e\n\u003cp\u003eWe strongly encourage IRA holders to consult a qualified tax advisor before choosing an option.\u003c/p\u003e\n"},{"faqnumber":10,"question":"Can I transfer my investments in-kind to another broker?","answer":"\u003cp\u003eYes. You will have the option to transfer your account to another broker-dealer of your choice.\u003c/p\u003e\n"},{"faqnumber":11,"question":"How do I transfer my account to another provider?","answer":"\u003cp\u003eYou may transfer your account to an existing brokerage account you already hold at another broker-dealer, or open a new account with a provider of your choosing. Transfers are typically initiated at the receiving firm via the Automated Customer Account Transfer Service (“ACATS”). Please use DTC # 0443 and your Victory Capital Marketplace brokerage account number to initiate an ACATS transfer.\u003c/p\u003e\n"},{"faqnumber":12,"question":"Is there a deadline to initiate a transfer?","answer":"\u003cp\u003eYes. The deadline to provide instructions — including a transfer — is December 1, 2026, which is 30 days after the Closure Date for accounts with a balance of $5,000 or more, and 60 days after the Closure Date for accounts with a balance under $5,000.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":13,"question":"Are there any fees associated with this change?","answer":"\u003cp\u003eVictory Capital will not charge any outgoing ACAT fees, account closure fees, or any other fees as a result of this transition, regardless of which option you choose. However, please note that if your account defaults to a transfer to a successor broker-dealer and you later close or transfer that account from the successor firm, you may be subject to fees imposed by the successor broker-dealer.\u003c/p\u003e\n"},{"faqnumber":14,"question":"Are there any tax implications I should be aware of?","answer":"\u003cp\u003eThe tax consequences depend on which option you choose and your account type. An in-kind transfer to another broker-dealer, a direct trustee-to-trustee IRA rollover, and a default transfer to a successor broker-dealer are not taxable events. A liquidation — whether elected under Option 3 or as the default outcome for accounts under $5,000 — may result in capital gains or losses for taxable accounts, reportable on IRS Form 1099-B. For Traditional or Roth IRAs, a liquidation is reported on IRS Form 1099-R and carries additional consequences: 10% federal income tax withholding will apply unless you elect a different rate\u0026nbsp; (state income tax withholding may also apply based on your state of residence); if you are under age 59½, an additional 10% federal tax may apply to the taxable portion, unless you qualify for an IRS exception; and the distributed funds lose their tax-advantaged status unless deposited into another IRA within 60 days, subject to the IRS one-rollover-per-12-month limitation. We strongly encourage you to consult a qualified tax advisor before choosing an option, particularly if your account is a Traditional or Roth IRA.\u003c/p\u003e\n"},{"faqnumber":15,"question":"Will I receive tax documents for my account activity?","answer":"\u003cp\u003eYes. Tax forms will be issued for all transactions processed during the period your account was active and held at Victory Capital Services, covering the applicable calendar year 2026 activity.\u003c/p\u003e\n"},{"faqnumber":16,"question":"Will my account history, statements, and tax documents still be accessible?","answer":"\u003cp\u003eYes. All account statements and tax forms will remain accessible through the Document Center on vcm.com or via our mobile app. Your historical records will continue to be available to you after the account closure.\u003c/p\u003e\n"}]},{"groupName":"Victory Funds","faqList":[{"faqnumber":1,"question":"Where can I find my most recent Victory Funds statements?","answer":"\u003cp\u003eLog in to \u003ca href\u003d\"https://mysecure.vcm.com/documentcenter\"\u003ehttps://mysecure.vcm.com/documentcenter\u003c/a\u003e. Select the year and from the Document Category drop-down menu box, select “Statements.” This applies only if you have elected e-delivery.\u003c/p\u003e\n"},{"faqnumber":2,"question":"How can I sign up for paperless statements and forms?","answer":"\u003cp\u003eAfter logging into your account, please select \u0026quot;Profile \u0026amp; Preferences\u0026quot; from the drop-down menu under your name. You can then change your preferences in the \u0026quot;Account Messaging\u0026quot; section.\u003c/p\u003e\n"},{"faqnumber":3,"question":"How can I view the forms I need for my account?","answer":"\u003cp\u003eTo access your account forms, please sign in to\u0026nbsp;\u003ca title\u003d\"Sign in\" href\u003d\"https://mysecure.vcm.com/\"\u003emysecure.vcm.com\u003c/a\u003e. Once signed in, navigate to\u0026nbsp;\u003cb\u003eTools \u0026amp; Resources\u003c/b\u003e\u0026nbsp;\u0026gt;\u0026nbsp;\u003cb\u003eForms.\u003c/b\u003e\u003c/p\u003e\n"},{"faqnumber":4,"question":"How do I download statements?","answer":"\u003cp\u003eLog in to \u003ca href\u003d\"https://mysecure.vcm.com/documentcenter\"\u003ehttps://mysecure.vcm.com/documentcenter\u003c/a\u003e. Select the year and from the Document Category drop-down menu box, select “Statements.” Click the download option at the top.\u003c/p\u003e\n"},{"faqnumber":5,"question":"Where can I access instructions to complete a Direct Rollover?","answer":"\u003cp\u003eTo access the Direct Rollover form (ID 99531), visit\u0026nbsp;\u003ca href\u003d\"https://investor.vcm.com/tools-resources/forms\"\u003e\u003cb\u003ehttps://investor.vcm.com/tools-resources/forms\u003c/b\u003e\u003c/a\u003e.\u003c/p\u003e\n"},{"faqnumber":6,"question":"Where can I access the Required Minimum Distribution form to setup distributions from my Victory Fund IRA?","answer":"\u003cp\u003eTo access the RMD form (ID 99461),\u0026nbsp;visit\u0026nbsp;\u003ca href\u003d\"https://investor.vcm.com/tools-resources/forms\"\u003e\u003cb\u003ehttps://investor.vcm.com/tools-resources/forms\u003c/b\u003e\u003c/a\u003e.\u003c/p\u003e\n"}]},{"groupName":"Education","faqList":[{"faqnumber":1,"question":"Where is the 1099Q tax form for my 529 Plan account?","answer":"\u003cp\u003eTo access form 1099Q for your 529 Plan account, sign in to\u0026nbsp;\u003ca target\u003d\"_blank\" href\u003d\"https://mysecure.vcm.com/\" style\u003d\"cursor: pointer;\" contenteditable\u003d\"false\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e. Under the Education tab, select the appropriate account. This will redirect you to the Ascensus website where you will select “View profile and documents” from the left menu screen. Next, select “Statements, Confirms \u0026amp; Tax Forms.” From there, select the applicable tax year, the 529 Plan account beneficiary and select “Tax Forms.”\u003c/p\u003e\n"}]},{"groupName":"Tax Information","faqList":[{"faqnumber":0,"question":"When will my 1099DIV/B tax form be available?","answer":"\u003cp\u003eTax forms are not consolidated for Marketplace Brokerage accounts. If applicable, investors will receive separate 1099DIV and 1099B tax forms. Tax documents will be sent out when information is finalized by securities issuers. Most 1099B and 1099DIV tax forms will be sent by mail no later than February 11, 2026. However, if an issuer indicates a delay in finalizing information, the form may be delayed until March. If this occurs, a pending 1099 notice will be sent by February 11, 2026. The notice will include a list of investments awaiting information from issuers.\u003cbr\u003e\n\u003c/p\u003e\n\u003cp\u003e\u003cb\u003eMailing dates:\u003c/b\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eJanuary 28: Form 1099 will be delivered for accounts with holdings and income that typically do not require reclassification or additional information from issuers. Generally, this includes accounts holding stocks.\u003c/li\u003e\n\u003cli\u003eFebruary 4:\u0026nbsp; Form 1099 delivery will begin for accounts that include mutual funds, and certain equities for which issuers have finalized any income reclassifications.\u003c/li\u003e\n\u003cli\u003eFebruary 11: Form 1099 delivery will continue for accounts that include mutual funds, and certain equities for which issuers have finalized reporting after the February 4 delivery. Pending 1099 Notices will be delivered for accounts where we are still awaiting data from issuers.\u003c/li\u003e\n\u003cli\u003eFebruary 18:\u0026nbsp; Form 1099 delivery will continue for accounts with prior pending notices.\u003c/li\u003e\n\u003cli\u003eFebruary 25: Form 1099 delivery will continue for accounts with prior pending notices.\u003c/li\u003e\n\u003cli\u003eMarch 11: 1099 delivery will occur for all remaining accounts even if information is pending.\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eTo access tax forms for your Marketplace Brokerage account, sign in to\u0026nbsp;\u003ca target\u003d\"_blank\" href\u003d\"https://mysecure.vcm.com/\" style\u003d\"cursor: pointer;\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e\u0026nbsp;and click on the \u0026quot;Marketplace\u0026quot; tab. Choose the appropriate account. Click on “Communications” then “Tax Documents.”\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":1,"question":"Can I access my Victory Funds tax documents online?","answer":"\u003cp\u003eSign in to\u0026nbsp;\u003ca target\u003d\"_blank\" href\u003d\"https://mysecure.vcm.com/documentcenter\" style\u003d\"cursor: pointer;\" contenteditable\u003d\"false\"\u003ehttps://mysecure.vcm.com/documentcenter\u003c/a\u003e. Select the year and, from the Document Category drop-down menu box, select “Tax Documents.” If you elected delivery by mail, you can also expect postal delivery. If you are unable to access online and haven’t received via mail, please contact us.\u003c/p\u003e\n"},{"faqnumber":1,"question":"How do I contribute to my IRA for 2025?","answer":"\u003cp\u003eYou can access your account and make a one-time contribution for the prior year on\u0026nbsp;\u003ca target\u003d\"_blank\" href\u003d\"https://mysecure.vcm.com/\" style\u003d\"cursor: pointer;\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e\u003cspan style\u003d\"font-family: benton-sans , sans-serif; font-size: 16.0px; font-style: normal; font-weight: 500; letter-spacing: 0.0px;\"\u003e, if you have a bank account linked to your Marketplace account.\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eAfter signing in, from the main dashboard, select “Marketplace” and click on your account.\u003c/li\u003e\n\u003cli\u003eSelect “Transact” then “Funds Transfer” and select your bank as the “from” account and your Marketplace IRA as the “to” account.\u003c/li\u003e\n\u003cli\u003eEnter the dollar amount you would like to invest.\u003c/li\u003e\n\u003cli\u003eUnder the contribution period, select “Previous Year.” Then click review and submit.\u003c/li\u003e\n\u003cli\u003eFunds will remain in the brokerage sweep account until you place a trade.\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003eIf you need to link a bank account, you may do so by selecting “Marketplace Accounts” from your dashboard, then select “Transfer Funds” for the appropriate account. Then scroll to the bottom of the page and click “Link Account” to enter your banking information. Then follow the steps above.\u003c/p\u003e\n\u003cp\u003eYou may also add a bank account by completing the “ACH Authorization Form for Standing and Periodic Instructions” form on\u0026nbsp;\u003ca target\u003d\"_blank\" href\u003d\"https://vcm.com/\" style\u003d\"cursor: pointer;\"\u003evcm.com\u003c/a\u003e. Go to \u0026quot;Tools \u0026amp; Resources\u0026quot; \u0026gt; \u0026quot;Forms\u0026quot; \u0026gt; then select \u0026quot;Marketplace\u0026quot; and search for ACH.\u003c/p\u003e\n"},{"faqnumber":1,"question":"When will my 1099DIV/B tax form be available?","answer":"\u003cp\u003eVictory Capital produces a consolidated tax form to include 1099DIV and 1099B tax information for Victory Funds accounts. The deadline for a consolidated 1099DIV/B tax form to be sent to investors is February 9, 2026. If securities issuers indicate that they may reallocate dividend income, you will receive your form no later than March 9, 2026. Most reallocation decisions have been made by then, but you\u0027ll get the form even if a change hasn\u0027t happened.\u003c/p\u003e\n\u003cp\u003ePlease note that you will only receive a 1099DIV/B tax form if you had a taxable event in a non-retirement mutual fund account last year. Taxable events could include sells (redemptions), exchanges, and the receipt of dividends or capital gain distributions.\u0026nbsp;To verify if you had a taxable event, \u003ca href\u003d\"https://mysecure.vcm.com/sign-in\" target\u003d\"_blank\" title\u003d\"Sign in\"\u003esign in\u003c/a\u003e to your account and review your account activity.\u003c/p\u003e\n\u003cp\u003eThe Tax Forms Delivery Schedule is available in pdf format\u0026nbsp;\u003ca target\u003d\"_blank\" href\u003d\"/content/dam/vcm/resources-mutualfunddoc/2025_Tax_Form_Delivery_Schedule.pdf\" style\u003d\"cursor: pointer;\" title\u003d\"Tax Schedule\"\u003e\u003cb\u003ehere\u003c/b\u003e\u003c/a\u003e\u003cspan style\u003d\"font-family: benton-sans , sans-serif; font-size: 16.0px; font-style: normal; font-weight: 500; letter-spacing: 0.0px;\"\u003e.\u003c/span\u003e\u003c/p\u003e\n"},{"faqnumber":1,"question":"Where can I find tax related information?","answer":"\u003cp\u003eVisit our \u003ca href\u003d\"/tools-resources/tax-center\" target\u003d\"_self\" style\u003d\"cursor: pointer;\" contenteditable\u003d\"false\"\u003eTax Center\u003c/a\u003e webpage for all tax related questions and information.\u003c/p\u003e\n"},{"faqnumber":2,"question":"How do I contribute to my IRA for 2025?","answer":"\u003cp\u003e\u003cb\u003eExisting Investors\u003c/b\u003e\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eAfter signing in from the main dashboard, please select the IRA account you would like to contribute to. Select “Place a Trade” at the top right and then select “Buy” from the dropdown.\u003c/li\u003e\n\u003cli\u003eIn “Section 2 – Investment Selection,” select the Mutual Fund you would like to contribute to and enter the contribution amount. Then hit “Next.”\u003c/li\u003e\n\u003cli\u003eIn “Section 3 – Funding Source,” choose how to fund your account and in the “Contribution for IRA Account” field, select “Prior Year” from the dropdown. Then hit “Next.”\u003c/li\u003e\n\u003cli\u003eIn “Section 4 – Review \u0026amp; Confirm,” review and confirm\u0026nbsp;your prior year contribution. Then hit “Submit.”\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003e\u003cb\u003eNew Investors\u003c/b\u003e\u003c/p\u003e\n\u003col\u003e\n\u003cli\u003eClick “Sign Up” and complete the registration process.\u003c/li\u003e\n\u003cli\u003eSelect “Individual Retirement Account” from the “Open an Account” dashboard.\u003c/li\u003e\n\u003cli\u003eSelect the type of retirement account* you would like to open.\u003c/li\u003e\n\u003cli\u003eFollow the guided prompts to “Section 4 – Fund Your Account.”\u003c/li\u003e\n\u003cli\u003eIn the “Contribution for IRA Account” field, select “Prior Year” from the dropdown.\u003c/li\u003e\n\u003cli\u003eComplete the guided prompts and confirm in \u0026quot;Section 6 – Verify your Prior Year contribution.\u0026quot;\u003c/li\u003e\n\u003c/ol\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003e*Traditional IRA, Roth IRA, Rollover IRA or Coverdell account\u003c/p\u003e\n"},{"faqnumber":2,"question":"When is the deadline to submit my 2025 taxes?","answer":"\u003cp\u003eThe deadline to submit 2025 tax returns or file an extension and pay tax owed is Tuesday, April 15, 2026, for most taxpayers. For taxpayers who requested an extension, you will have until Thursday, October 15, 2026, to file your return. For the latest information on tax deadlines visit:\u0026nbsp;\u003ca target\u003d\"_blank\" href\u003d\"https://www.irs.gov/\" style\u003d\"cursor: pointer;\"\u003e\u003cb\u003ehttps://www.irs.gov/\u003c/b\u003e\u003c/a\u003e\u003cb\u003e\u003c/b\u003e\u003c/p\u003e\n"},{"faqnumber":3,"question":"How do I calculate my cost basis for my Marketplace Accounts?","answer":"\u003cp\u003eYou may view your cost basis on Marketplace. After you sign in to your Marketplace account, select “Accounts,” then “Gain/Loss.” Click on the carrot \u0026gt; to the left of the position you want to view and the tax lots will be displayed underneath.\u003c/p\u003e\n\u003cp\u003eInvestors may need to adjust their cost basis. A reporting financial firm is not required to report uncovered shares on IRS Form 1099-B. Investors are responsible for validating the information downloaded to tax preparation software with the official tax documents produced for their accounts.\u003c/p\u003e\n"},{"faqnumber":3,"question":"When is the deadline to submit my 2025 taxes?","answer":"\u003cp\u003eThe deadline to submit 2025 tax returns or file an extension and pay tax owed is Tuesday, April 15, 2026, for most taxpayers. For taxpayers who requested an extension, you will have until Thursday, October 15, 2026, to file your return. For the latest information on tax deadlines visit: \u003ca target\u003d\"_blank\" href\u003d\"https://www.irs.gov/\" style\u003d\"cursor: pointer;\"\u003e\u003cb\u003ehttps://www.irs.gov/\u003c/b\u003e\u003c/a\u003e\u003cb\u003e\u003c/b\u003e\u003c/p\u003e\n"},{"faqnumber":4,"question":"How do I calculate my cost basis for my Victory Funds?","answer":"\u003cp\u003eOn your account holding page, there is a column labeled “Total Cost.” To calculate the average share cost, divide total cost by the total shares in the account. If you want to calculate cost basis using a different method, please contact us.\u003c/p\u003e\n"},{"faqnumber":4,"question":"Where do I find the mutual fund capital gains report for mutual funds held in my Marketplace accounts?","answer":"\u003cp\u003eYou can view Victory Funds capital gains reports \u003ca href\u003d\"#capgains\"\u003ehere\u003c/a\u003e. For third-party mutual funds, you can view this information on the fund family’s website.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":5,"question":"Where can I find my most recent statements?","answer":"\u003cp\u003eTo access statements for your Marketplace Brokerage account, sign in to\u0026nbsp;\u003ca target\u003d\"_blank\" href\u003d\"https://mysecure.vcm.com/\" contenteditable\u003d\"false\" style\u003d\"cursor: pointer;\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e\u0026nbsp;and click on the \u0026quot;Marketplace\u0026quot; tab. Choose the appropriate account. Click “Communications” then “Statements \u0026amp; Reports.”\u003c/p\u003e\n"},{"faqnumber":5,"question":"Where do I find the full capital gains report for the funds I’m invested in?","answer":"\u003cp\u003eThe full report for Victory Funds is available\u0026nbsp;\u003ca href\u003d\"/tools-resources/tax-center#capgains\" style\u003d\"cursor: pointer;\" contenteditable\u003d\"false\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\n"},{"faqnumber":6,"question":"When will I receive my 5498-tax form for my 2025 IRA contribution?","answer":"\u003cp\u003eThe 5498 tax forms will be available online and/or be sent by mail no later than May 31, 2026.\u003c/p\u003e\n"},{"faqnumber":6,"question":"When will I receive my 5498-tax form for my 2025 IRA contribution?","answer":"\u003cp\u003eYour 5498-tax form will be available online by May 18, 2026. To access this form, sign in to \u003ca target\u003d\"_blank\" href\u003d\"https://mysecure.vcm.com/documentcenter\" style\u003d\"cursor: pointer;\"\u003ehttps://mysecure.vcm.com/documentcenter\u003c/a\u003e. Select the year from the \u0026quot;Document\u0026nbsp;Category\u0026quot; drop-down menu box, then select “Tax Documents.” If you elected delivery by mail, you can also expect postal delivery. If you are unable to access online and haven’t received via mail, please contact us.\u003c/p\u003e\n"},{"faqnumber":7,"question":"What version of TurboTax® do I need in order to import my 1099DIV/B and 1099R?","answer":"\u003cp\u003eTurboTax®\u0026nbsp;form downloads are not available for Marketplace for the 2025 tax year.\u003c/p\u003e\n"},{"faqnumber":8,"question":"What version of TurboTax® do I need in order to import my 1099DIV/B and 1099R?","answer":"\u003cp\u003eTo import your 1099DIV/B and 1099R, you will need the Premier or Self-Employed version of TurboTax\u003csup\u003e®\u003c/sup\u003e.\u003c/p\u003e\n"},{"faqnumber":8,"question":"When TurboTax® asks for my “Fund Account Number,” where can I locate this number?","answer":"\u003cp\u003eTurboTax\u003csup\u003e®\u003c/sup\u003e\u0026nbsp;form downloads are not available for Marketplace for the 2025 tax year.\u003c/p\u003e\n"},{"faqnumber":9,"question":"I am trying to copy/paste my fund account number into TurboTax®, why am I getting an error?","answer":"\u003cp\u003eTurboTax\u003csup\u003e®\u003c/sup\u003e\u0026nbsp;form downloads are not available for Marketplace for the 2025 tax year.\u003c/p\u003e\n"},{"faqnumber":9,"question":"When TurboTax® asks for my “Fund Account Number,” where can I locate this number?","answer":"\u003cp\u003eIf importing Victory Funds details from a 1099R, please reference the “Account number” field. You do not need to enter the prefix # - you will need to enter the last 11 digits.\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eIf importing Victory Funds details from a 1099DIV/B combined tax form, please reference the “Acct. No.” field. Fund Account numbers can also be located on your Positions page\u0026nbsp;on\u0026nbsp;\u003ca target\u003d\"_blank\" href\u003d\"https://mysecure.vcm.com/\" contenteditable\u003d\"false\" style\u003d\"cursor: pointer;\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e\u003cb\u003e\u0026nbsp;\u003c/b\u003eafter selecting the applicable account from the main dashboard.\u003c/p\u003e\n"},{"faqnumber":10,"question":"How do I enter the Social Security Number associated to my account in TurboTax® if I am not the Primary account holder?","answer":"\u003cp\u003eTurboTax\u003csup\u003e®\u003c/sup\u003e\u0026nbsp;form downloads are not available for Marketplace for the 2025 tax year.\u0026nbsp;\u003c/p\u003e\n"},{"faqnumber":10,"question":"I am trying to copy/paste my fund account number into TurboTax®, why am I getting an error?","answer":"\u003cp\u003eThe copy/paste function is only available for the Online TurboTax\u003csup\u003e®\u003c/sup\u003e\u0026nbsp;version (this is a TurboTax\u003csup\u003e®\u003c/sup\u003e\u0026nbsp;limitation).\u003c/p\u003e\n"},{"faqnumber":11,"question":"How do I enter the Social Security Number associated to my account in TurboTax® if I am not the Primary account holder?","answer":"\u003cp\u003ePlease review the applicable tax form and reference the “Recipient’s TIN” section. Although masked on your 1099, please enter the complete SSN/TIN associated with your account(s).\u003c/p\u003e\n"},{"faqnumber":11,"question":"Where is the 1099Q tax form for my 529 Plan account?","answer":"\u003cp\u003eTo access form 1099Q for your 529 Plan account, sign in to\u0026nbsp;\u003ca target\u003d\"_blank\" href\u003d\"https://mysecure.vcm.com/\" style\u003d\"cursor: pointer;\" contenteditable\u003d\"false\"\u003ehttps://mysecure.vcm.com\u003c/a\u003e. Under the Education tab, select the appropriate account. This will redirect you to the Ascensus website where you will select “View profile and documents” from the left menu screen. Next, select “Statements, Confirms \u0026amp; Tax Forms.” From there, select the applicable tax year, the 529 Plan account beneficiary and select “Tax Forms.”\u003c/p\u003e\n"}]},{"groupName":"Contacting Victory Capital","faqList":[{"faqnumber":1,"question":"How do I send postal mail to Victory Capital?","answer":"\u003cp\u003ePlease send your correspondence and account forms to the following addresses. Do not send mail to any Texas addresses you might have on file as these are no longer in use.\u003c/p\u003e\n\u003cp\u003e\u003cb\u003e\u003cbr\u003e\nVictory Funds Accounts\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eRegular mail (except 403B):\u003c/p\u003e\n\u003cp\u003eVictory Funds\u003c/p\u003e\n\u003cp\u003eP.O. Box 182903\u003c/p\u003e\n\u003cp\u003eColumbus, OH 43218-2903\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eOvernight delivery or registered mail:\u003c/p\u003e\n\u003cp\u003eVictory Funds C/O FIS TA Operations\u003c/p\u003e\n\u003cp\u003e4249 Easton Way, Suite 400\u003c/p\u003e\n\u003cp\u003eColumbus, OH 43219\u003c/p\u003e\n\u003cp\u003e\u003cb\u003e\u003cbr\u003e\nVictory Funds 403B Accounts\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eRegular mail:\u003c/p\u003e\n\u003cp\u003eVictory Funds 403B\u003c/p\u003e\n\u003cp\u003eP.O. Box 182904\u003c/p\u003e\n\u003cp\u003eColumbus, OH 43218-2904\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eOvernight delivery or registered mail:\u003c/p\u003e\n\u003cp\u003eVictory Funds C/O FIS TA Operations\u003c/p\u003e\n\u003cp\u003e4249 Easton Way, Suite 400\u003c/p\u003e\n\u003cp\u003eColumbus, OH 43219\u003c/p\u003e\n\u003cp\u003e\u003cb\u003e\u003cbr\u003e\nMarketplace Accounts\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eRegular mail:\u003c/p\u003e\n\u003cp\u003eVictory Capital Services, Inc.\u003c/p\u003e\n\u003cp\u003ePO BOX 2064\u003c/p\u003e\n\u003cp\u003eJersey City, NJ 07303\u003c/p\u003e\n\u003cp\u003e\u003cb\u003e\u003cbr\u003e\nUSAA® 529 Education Savings Plan Accounts\u003c/b\u003e\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eRegular mail:\u003c/p\u003e\n\u003cp\u003eUSAA 529 Education Savings Plan\u003c/p\u003e\n\u003cp\u003eP.O. Box 55354\u003c/p\u003e\n\u003cp\u003eBoston, MA 02205-5354\u003c/p\u003e\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\n\u003cp\u003eOvernight delivery or registered mail:\u003c/p\u003e\n\u003cp\u003eUSAA 529 Education Savings Plan\u003c/p\u003e\n\u003cp\u003e95 Wells Ave, Suite 155\u003c/p\u003e\n\u003cp\u003eNewton, MA 02459\u003c/p\u003e\n"},{"faqnumber":2,"question":"How do I contact a Representative if I need help?","answer":"\u003cp\u003ePlease call us at 1-800-235-8396 from 7:30am to 7:00pm CT\u0026nbsp;Monday-Friday.\u003c/p\u003e\n"},{"faqnumber":3,"question":"Why am I not receiving emails from Victory Capital?","answer":"\u003cp\u003eSome email providers have spam filters that catch our emails as “junk” mail.\u003c/p\u003e\n"},{"faqnumber":4,"question":"What can I do to ensure I receive emails from Victory Capital?","answer":"\u003cp\u003eAdd our email address (or entire domain where possible — vcm.com) to your address book or contact list. This will ensure that our emails get through. Don\u0027t forget to also add our newsletter email addresses if you receive those emails.\u003c/p\u003e\n"}]}]
