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

Article author
Alexander G.
  • Updated

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

For Mobile:

  1. After logging in to your account, tap the menu (avatar) in the upper left corner of your screen
  2. Tap "Settings"
  3. Scroll down and tap "Documents and Statements"
  4. Tap the type of document you would like to view 

For Web:

  1. To access our website go to on your computer or mobile web browser
  2. After logging in to your account, click on the menu (avatar) in the upper right corner of the screen
  3. Click on "Profile & Settings"
  4. Scroll down to "Documents and Statements" on the left side of the screen
  5. Use the dropdown menus on the top right of the screen to select the type of document and account you would like to view

*Monthly statements are available on or around the 15th of each month.

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


Verification Letters

In the event that a specific verification/confirmation letter is required, please refer to our FAQ: Statements & Verification Letters.



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