Tax documents are available in the Titan app via Account tab >> Documents >> Tax & Account Statements as well as on Titan's investor website (Go to Documents >> Statements). The document is titled "1099 Tax Document".
Alternate download instructions
If you wish, you may also access these forms via our financial custodian's website with these instructions:
- Create a user ID for Apex's website using your Titan account number (if you haven't previously done so). On the first signup page, be sure to select "10-Apex Clearing Corporation" in the "Firm" dropdown menu.
- Once your login credentials are set up, you may login and access your tax document at https://documents.apexclearing.com
Tax notification email
Our financial custodian will also automatically send you an email (from email@example.com) when your tax documents are ready.
No longer a Titan client?
If you are no longer a Titan client, you can still access your tax documents via our web portal (Go to Documents > Your Documents > Statements).
Don't see any tax documents?
If you don't see any tax documents in your account, it's possible your account was opened towards the end of or after the 2020 tax year, and as a result did not experience any liquidity events that would generate a tax filing for the current tax year.