How to Find Account Documents
You can see your trade confirmations and account statements within the app. Go to the Account tab > Settings > Documents. If you're having trouble, please email firstname.lastname@example.org.
Types of Statements
There are two types of statements available for each account:
- Account Statement: Summary of the holdings and activity for the statement period.
- 1099: A consolidated tax document containing forms 1099-B, 1099-DIV, 1099-INT and 1099-MISC.
Statements can not be retrieved for dates further than 13 months in the past.
Your Account Number can be found on the app's Account tab, and on your Account Statement, issued monthly. If you need to access your Account Number in order to join Titan, please email email@example.com.
Your consolidated 1099 Tax Document will become available around
February of the following year.