Documents & Taxes

We will provide monthly account statements, trade confirmations for each purchase or sale and deposit and withdrawal confirmations. These documents will be emailed to you. Applicable tax documents will also be made available on Finvest when they are generated in January-February.

When tax season comes around, you’ll receive documents in January and/or February for your account as required by law.

If you earned $10 or more in interest income during the calendar year, you will receive a 1099-INT and will have to report that income on your tax return. If you earned less than $10 in interest in your account, we will not provide tax documents since you are not required to report interest income of less than $10 to the IRS. We will also be providing you with Form 1099-B showing the trades that have occurred in your brokerage account and the resulting gains and losses.