Documents

View and download your receipts and brokerage documents

Consent Receipts

Records of agreements you have accepted

Accepted January 15, 2026 at 3:45 PM • v2.1

Accepted January 15, 2026 at 3:45 PM • v1.8

Electronic Consent Agreement

Accepted January 15, 2026 at 3:46 PM • v1.2

Brokerage Account Agreement

Accepted January 16, 2026 at 10:12 AM • v3.0

These receipts are read-only records of your consent. Contact support if you have questions.

Brokerage Documents

Account statements and tax documents

Account Opening Confirmation

January 17, 2026

Initial Investment Statement

January 18, 2026

Monthly Statement - January 2026

Pending

Tax Document (1099)

Available February 2027

Pending

Document Security

All documents are securely stored and encrypted. Download links are generated on-demand and expire after use. For document requests or questions, please contact support.