How do I update by phone number?
To update your phone number: Log in to Account Management > Settings > Account Settings. In the "Profile" section, click the "Edit" (pencil) icon for the profile you would like…
When are tax forms available?
You can access the following tax forms by these dates: Consolidated 1099: On or before February 15 Form 1099-R: On or before January 31 every calendar year Form 5498: No…
How do I download my tax form?
Tax forms are available through Account Management. Go to Reports > Tax > Tax Forms to view the tax forms currently available for your account.
How do I download my monthly statement?
You can generate an activity statement which contains information about account activity including positions, cash balances and transactions for your account. Log in to Client Portal and go to Reports…
How do I transfer an account from another broker?
The best way for US account holders to request an account transfer from another broker is through an Automated Customer Account Transfer Service (ACATS) transfer. Please complete the following steps…