Accessing Your Tax Documents

For open accounts only: To access your tax documents, statements, and trade confirmations in your dub app:

1. Go to Settings by clicking on the user profile button on the top left 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.

All users (closed or open accounts) can access documents via our web portal HERE. Just tap Looking For Tax Documents? located at the top right. 

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.