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How can I access my account statements, trade confirmations, and tax documents?
How can I access my account statements, trade confirmations, and tax documents?
Glenda Bean avatar
Written by Glenda Bean
Updated over a week ago

Accessing your information is quick and easy:

  1. Log in to your account.

  2. Click on the specific account you're interested in.

  3. Look for three dots at the top right.

  4. Click on them.

  5. Select "View statement and docs."

Voila! Your financial info is just a few clicks away.

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