Intelligent Investing

Tax documents are available directly in the app.

Open the menu using the hamburger icon (three lines)

1. Open the menu using the hamburger icon (three lines)
2. Select Documents
3. Tap Tax Documents
4. Choose the document you want to view

Tax documents can be downloaded as PDF files or shared directly from the app if needed.

Each investment account has its own tax documents

Tax documents are made available before the applicable annual tax filing deadlines

- Each investment account has its own tax documents
- Tax documents are made available before the applicable annual tax filing deadlines

Accessing Your Tax Documents

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Accessing Your Tax Documents

Accessing Your Tax Documents

How to Access Tax Documents

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