Trade Confirmations can be generated in Account Management by selecting Reports > Trade Confirmations > Reports. Select your time period and date(s), then select view.
Account statements can be generated in Account Management by selecting Reports > Activity> Statements. Select your time period and date(s), then select view.
On the right-side of each blue title line is a question mark. Click on the question mark for a full description of each column header.
To access tax documents, log in to Account Management and select Reports > Tax > Tax Forms. Each tax form will allow you to select View Form. By February 15, your consolidated Forms 1099 will be available for the immediately preceding year. We often need to amend and re-issue 1099 Forms as additional information becomes available to us. We strongly recommend that you periodically check back for revisions as you prepare and finalize your tax filing.