How can I access my Titan tax info?

  • Consolidated tax documents (Form 1099) are available inside our app or website - see this article for more detail.
  • If you are a former Titan client looking to access your tax information, you can still access your tax documents via our web portal (under "Documents").
  • The fastest way to import your Titan tax information into your tax filing would be via common tax services like TurboTax or H&R Block, which Titan is directly integrated into - see this article for more detail.
  • If you use an accountant or file your own taxes, you can download a spreadsheet containing all your Titan tax data via our financial custodian's website - see this article for more detail.

Special notice for the 2019 tax year

  • For the 2019 tax year, all clients who joined Titan during or prior to August 2019 will receive two 1099 tax documents: one from our current broker-dealer (Apex Clearing) and one from our former broker-dealer (Third Party Trade or "TPT").
  • This is the result of a back-end broker-dealer migration that took place in August 2019.

Trouble accessing your tax documents?  Other questions?

  • If you have issues logging in or accessing your tax information, you can find troubleshooting help and answers to other common tax questions in our FAQ, available here.¬†
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