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Frequently Asked Questions
Answers to All Your Doubts
Where can I get historical and current tax forms?
Use the button above to log into Client Portal and access your tax forms for the past five (5) most recent calendar years.
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Log into Client Portal.
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Click the Performance & Statements menu followed by Tax Documents under Reports**.**
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In the Tax Forms area select the relevant tax year to view the tax forms currently available for your account.
Are you a registered Broker Dealer?
Yes, First Omega, LLC is a Broker-Dealer registered with the United States Securities and Exchange Commission (SEC), with the Financial Industry Regulatory Authority (FINRA).
Also First Omega, LLC is a member of the Securities Investor Protection Corporation (SIPC).
How can I get old account statements?
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