How do I view my tax reports, statements, and confirmations?

To view your tax reports, statements, or trade confirmations, just follow these steps —

For Mobile:

  1. Tap on the avatar icon at the top left-hand corner of your screen
  2. Tap on Settings
  3. Tap on Documents and Statements
  4. Tap on the account and the type of document you would like to view 

For Web:

  1. Click the avatar on the top right of the screen
  2. Click "Profile & Settings"
  3. Click "Documents and Statements" on the left side of the screen
  4. Use the dropdown menu on the top right of the screen to select the type of document you would like to view

Please note, you may have to allow pop-ups on this page in order to download documents on the website version.

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