Yes, you can access your documents online via your Invest account. In order to access your documents online start by navigating to your Invest account. If on the web look for the “More” button. If on Mobile look for the gear in the upper right corner. Tax forms for 2019 will be available no later than 2/18/2020.
If you are using TurboTax, you can import your 1099 information directly from our clearing firm Apex Clearing Corp. For other tax software providers, you can download your 1099 and input the information.
