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Where can I find my tax documents?
Where can I find my tax documents?
Updated over 5 months ago

Tax documents are located on the Firstrade website and mobile app.

Web

  1. Log in to your Firstrade account.

  2. Navigate to Accounts → E-Documents.

  3. Click on the tab Tax Documents.

  4. Select the tax year and click Search.


Mobile

  1. Download or update to the latest Firstrade mobile app

  2. Log in to your account

  3. Go to Account → Documents

  4. Tap on Tax Documents

  5. Tap on Filter to view your tax documents for a particular year*

*Tax documents are only shown for the past 10 years and only available in US Dollars.

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