Tax statements for the Nicholas Funds are not available online. You may call 800-544-6547 to receive your information verbally so that you may begin your tax preparation. The account number or social security number will be required.
All tax statements will be mailed on or before February 18, 2014.
Please be advised that if your distribution is less than $10.00, a 1099-DIV will not be generated.
On January 1, 2012 financial services companies were required to maintain and report cost basis information for mutual fund purchases and subsequent redemptions to the Internal Revenue Service and investors. If you have any questions on the changes to cost basis reporting, please call 800-544-6547.
Establish User ID
Nicholas Company has implemented a new log in procedure for your on-line accounts. This change was made to enhance system security and no longer requires the use of your entire Social Security Number or Tax ID Number as a User ID.
To establish a User ID and Password click the button below. (You will need the last four digits of your Social Security number (SSN) as well as your account number.)
The Nicholas Family of Funds offers online account access allowing shareholders to view portfolio information and historical account activity. Additionally, shareholders are able to perform online transactions including purchases, exchanges and redemptions as well as requesting tax statements, changing distribution options and downloading portfolio holdings and activity. The ability to perform these online transactions is dependant on the options selected at the time the account was established. If your account does not have the ability to perform a desired transaction please call (800) 544-6547 to speak to a customer service representative.