Tax Forms

Investor Account Help: Online Questions

How Do I Receive Tax Forms?

Year-end tax forms are typically mailed by January 31. You may access electronic copies of tax forms in your account online. Log in, hover your mouse over the “Statements & History” tab and click “Statements.” Click the “Tax Forms” button to view a list of your available tax forms that can be downloaded in a PDF format.

Go to Simplifying Tax Time for Investors for more information.