Diversified investing support
You’ve got questions, we’ve got answers
There’s a world of opportunity out there, and the right support can help you take advantage of it. Use the information on this page to find answers to common questions about EverBank investment products.
Precious metals
Yes, we do buy back coins we have previously sold to you, but we are not obligated to do so. We do not buy back bullion bars. Please see the Account Terms, Disclosures and Agreements Booklet for additional details.
No, however, you can use your statements and transaction confirmations to make the appropriate calculations on your own merit. We recommend consulting with your tax advisor or a tax professional about any questions you may have.
A 1099-B will be generated if you sell precious metals in your unallocated account. A 1099-B will also be generated if you sell precious metals in your allocated account if we are currently holding the metals. You can access your 1099s online. Simply log in to your account, select the World Markets tab, and then choose Electronic Documents. You can then select a portfolio and choose the Tax Documents tab.
We do not report the purchase of metals to the IRS. When you sell metals in your portfolio, a 1099-B is generated. The 1099-B reports your total sales proceeds for precious metals sales.
Yes, you can take a distribution from your Metals Select IRA and take delivery of your coins.
Foreign currencies
No, we do not provide access to physical currency.
Not at this time.
You can withdraw foreign currency funds from your account by requesting a wire transfer.
Certain restrictions apply, including for Non-Deliverable Currencies (NDCs), which we cannot deliver to you. See our website for a list of current NDCs, which is subject to change, and our Account Terms, Disclosures and Agreements Booklet for more information regarding restrictions on NDCs.
You can either enter your CD maturity instructions online or you may call the World Markets desk at defaultPhoneLabel.
Online
- Log in to your account
- Go to a World Markets account
- Select a portfolio
- Choose the ‘Details/CD Instructions’ link associated with the CD you need to manage
- Follow the steps to enter CD maturity instructions
There is no grace period available for WorldCurrency CDs or CD Baskets, and we must receive your CD maturity instructions at least 3 business days prior to your CD maturity date. Otherwise, your CD or CD Basket—including principal and interest (if any)—will rollover to a new CD or CD Basket with the same term. Note that all WorldCurrency CDs and CD Baskets mature on Wednesdays (or the next business day if a Wednesday is a holiday).
No; however, you can use your statements and transaction confirmations to make the appropriate calculations. We recommend consulting with your tax advisor or a tax professional about any questions you may have. We will mail a yearly 1099-INT Form to the account holder stating annual interest earned on all currency accounts, but we do not provide information on capital gains or losses.
A 1099-INT will be generated if your foreign currency or USD holdings earned interest.
Access online
- Log in to your account
- Expand the World Markets accordion
- Choose a World Markets account
- Select ‘Electronic Documents’
- Follow the steps to view your tax documents
No, World Markets products, including WorldCurrency Access® Deposit accounts and CDs, are not considered offshore accounts.
Only interest earned on foreign currency deposits is reported to the IRS by EverBank via 1099-INTs. With that said, you may still have an obligation to report gains or losses on your individual tax return. EverBank World Markets does not report these figures, so you are responsible for calculating and reporting gains or losses on your foreign currency deposits. We recommend consulting with your tax advisor or a tax professional about any questions you may have.
Downloadable forms and applications
Browse our forms and applications library to find the document you need. Make changes to your existing account, move money, open a new account and more.
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If you still need help or can’t find what you’re looking for here, please reach out to our experts.
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