Accessing Your Tax Documents

To access your tax documents, statements, and trade confirmations:

1. Go to Settings by clicking on the user profile button on the top right corner of the dub Home Page
2. Scroll down to Reports
3. Here, you can access any of your statements, tax forms, and/or trade confirmations

Note: Upon onboarding, you signed up for electronic delivery of documents. Statements, tax forms, and trade confirmations will be available at all times within the app and will additionally be delivered to the email address you provided.

Accessing Tax Documents for Closed Accounts

If cannot access your dub account but still need to access your tax documents, you can do so through our clearing broker (Apex Clearing). If you don't have an APEX account already, you'll need to create one:

1. 1. Go to the Apex Clearing website
   2. Click "Create User ID"
   3. Click "Next"
   4. Enter your account ID**
   5. Answer the security questions
   6. You should then be taken to your account page where you can access your tax documents

**Your dub account ID can be found on your monthly statements. This information may be required when filing your taxes or communicating with customer support about tax-related matters.

Why You Might Not Receive Tax Documents

You may not receive certain tax documents for a tax year if you:

• Received less than $10 in dividends or interest from holdings in your portfolios
• Didn't have any sell orders executed (either from manually selling positions or from automated rebalances of copied portfolios)
• Total account appreciation was less than $600 for the tax year

If you believe you should have received a tax document but don't see it in your Reports section, please contact customer support.

Additional Tax Information

• dub provides tax documents as required by the IRS, but does not provide tax advice
• We recommend consulting with a qualified tax professional for guidance on your specific tax situation
• Always keep copies of your tax documents for your personal records
• If you need to amend previously filed taxes, you can access historical tax documents through the Reports section

Important Disclaimer: dub does not provide tax, legal, or accounting advice. The information provided in this article is for informational purposes only and is not intended to substitute for obtaining tax, legal, or accounting advice from a qualified professional. Always consult with your tax, legal, and accounting advisors before engaging in any transaction.

Need Help?

If you have any questions or need assistance during the account opening process, please contact us at support@dubapp.com