How do I access Tax and Annual Statements?

To access your Tax and Annual Statements, follow these steps:

• Click on the Accounts page.
• Select the account you wish to download the Tax Statement for.
• In the top right corner, you will see a row of five icons. Click on the "More" icon.
• From the options that appear, select "Documents."
• Repeat these steps for any additional accounts you have.

For closed accounts, click the "Inactive" button on the Accounts page, select the account you need the document for, and then go to the "Documents" section.