Where can I find my tax documents?

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

Web

1. Login 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. Login 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