1. Go to Account (person icon)
2. Select Reports and statements
3. Under Monthly or Annual statements, select Account statements
4. Select the month/year you want to download a PDF statement for

The statement for a given month is available about 2 weeks after the last day of that month. For annual reports, we generate a statement for each year your account is active including costs and charges. It will be available once it’s ready.

Make sure you report any errors in writing within 30 days of your statement date. After this window, all details will be considered final and accurate.

We generate an annual performance report summarizing your portfolio's total return, including realized and unrealized capital gains and losses. You can find this under Reports and statements.

This information is provided for informational purposes only. Consult a tax advisor for questions about your specific situation.