How to Find Account Documents
You can see your trade confirmations and account statements within the app. Go to the Account tab > Documents. If you're having trouble, please email email@example.com.
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.
You can find your Titan account number in the app by going to the Account tab > Preferences > Default Account. If any questions or issues finding your account number, please email firstname.lastname@example.org.
Your consolidated 1099 Tax Document will become available around
February of the following year.