You can pull any statements by selecting the category in "SETTINGS" in the app. We offer general account, brokerage account and related documents needed for tax purposes. Other account statement-related questions should be directed to our agents. To pull a statement or tax document:
- From the parent dashboard, tap “SETTINGS” and open “DOCUMENTS”
- Select from options and enter the desired date range.
- For Tax Documents, the range must be from January 1 to December 31 of the desired year.
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