Types of Documents Available

dub provides several types of account documents:

• Monthly Statements: A summary of your account activity for each month, including deposits, withdrawals, trades, and ending balance
• Tax Documents (1099 Forms): Annual tax reporting documents that may include 1099-B (sales proceeds), 1099-DIV (dividends), 1099-INT (interest), and 1099-MISC (miscellaneous income)
• Trade Confirmations: Detailed records of individual buy and sell transactions in your account
  
  

Accessing Documents Within the App

To access your statements, tax forms, 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
   
   

Electronic Delivery Settings

Upon onboarding, you signed up for electronic delivery of documents. This means:

• All documents will be available at all times within the app
• Documents will also be delivered to the email address you provided

If the email delivery fails (e.g., incorrect email address, full mailbox), our system may automatically switch to paper mail delivery

• Paper delivery incurs fees: $2 for reach trade confirmation and $5 for each monthly account statement
• To avoid these fees, ensure your email address is current and your mailbox can receive our emails

To update your email address, please refer to our Email Address Update article for instructions.

Accessing Documents for Closed Accounts

If cannot access your dub account but still need to access your 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.

Document Availability Timeline

• Monthly Statements: Available within 5 business days after month-end
• Tax Documents: Typically available by mid-February 
• Trade Confirmations: Available the business day after trade execution
• Historical Documents: All documents remain available for at least 7 years
  
  

Need Help?

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