Accessing your tax documents

Tax documents are available on a yearly basis. When created, you’ll receive an email from our custodian notifying you that tax documents are available. Alternatively, you can access tax documents by entering the secure custodian portal available on the app through Profile > Settings > Access Secure Portal. Once inside the secure portal, use the search bar (magnifying glass) to search “Tax Forms”.

If available, tax forms will be shown here.

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