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TAX INFORMATION REPORTING SOLUTIONS

Through Compliance Plus®, Wall Street Concepts (WSC) provides tax information reporting outsourced solutions to the financial services industry to facilitate production of Forms 1099, 1042-S, 5498, K-1, etc. for domestic, retirement and nonresident alien accounts. This includes the special requirements associated with REMICs, Pass Through Mortgage Backed Securities, Long term OID bonds, Master Limited Partnerships, Mutual Funds, REITs, Unit Investment Trusts, and Widely Held Fixed Investment Trusts (WHFITs).

 WSC PRODUCTS
Compliance Plus ®
Compliance Plus ® service helps firms comply with all federal and state requirements, including rules related to investor-level supplemental reporting for Widely Held Fixed Investment Trusts (WHFITs).
Long Term OID
Long Term OID Services offer compliance with the reporting regulations governing instruments issued with Original Issue Discount.
Original Issue Discount Calculator
Original Issue Discount (OID) Calculator is a web-based application that helps facilitate accounting for any portfolio that includes REMICs, corporate bonds, federal strips, municipal bonds or certificates of deposit.
- OID Calculator Demo »
- OID Calculator Free Trial »
AMBIR
AMBIR is a transaction-based service that offers compliance with the reporting regulations governing Widely Held Fixed Investment Trusts (WHFITs), Real Estate Mortgage Investment Conduits (REMICs), and other collateralized debt obligations (CDOs).
Income Reallocation
Income Reallocation Service is a transaction-based service that uses transaction histories that you provide to compute the appropriate income for each tax lot.
- Income Reallocation Demo Browser »
Unit Investment Trust
UIT Service helps your firm process Unit Investment Trust (UIT) transactions and complete year-end UIT adjustments.
TEFRA Glossary
TEFRA Glossary solution provides a database of securities that require special consideration in any tax information reporting system.
Master Limited Partnership Reporting
Wall Street Concepts suite of solutions includes a clearing house of Master Limited Partnerships (MLPs) that collects, consolidates and distributes street-name information on behalf of nominees in compliance with 6031(c).

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 CONTACT US
FIS Wall Street Concepts
One New York Plaza, Suite 4500
New York, NY 10004
General: (646) 445-1099
Fax: (646) 445-8333

Customer Service Support:
(877) 901-1099
- Option 1 - Select for Product and Security Questions
   April thru December:
Monday - Friday 8:30AM - 5:30PM EST
   January thru March:
Monday - Friday 8:30AM - 7:30PM EST
Saturday - 10:00AM - 1:00PM EST
- Option 2 - Select for File Transmissions and Technical Support and after hours
   April thru December:
Monday - Friday 9:00AM EST - 4:00PM EST (Note:Support team not available between the hours of 4:00PM EST and 9:00PM EST)
Saturday - Support until 4:00PM EST
   January thru March:
Monday - Saturday Full 24 hour support
Sunday - 9:00AM - 12:00AM EST
This number is backed up by a Voice Mail application that will automatically generate e-mail to the covering staff.
Client Services
To submit an inquiry by existing subscribers.
Instructional guide on using the WSC Web-Based Inquiry Tracking System.
Request Information
For additional product information.
Key Staff
A listing of product managers available to assist your firm's needs.
 PROJECT COLLABORATION
 WSC activeCollab ®
 To access the project collaboration web portal.

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