To manage your accounts, we’ve made it super simple to generate all of your Monthly Statements in PDF format. If its needed to provide your accountant or adviser with your brokerage and holdings information or just to sort out any monthly tax obligations, we've got you covered.
These statement show your entire account information, that month's transactions and much more. These statements are available a few days after the month’s end for that corresponding period.
You can found and download these via your Account tab on the mobile app and desktop site.