To access your tax documents, go under the Account tab and click on Investment Accounts. From the next screen, follow the instructions below:
- Click on the account for which you’d like to view your tax documents;
- Under Documents, click on Tax Documents;
- Click on the document you’d like to view;
- You can download your document in PDF format from the app as well as share it via email.
Please note that each investment account you open within your MogoTrade account will have its own set of documents. Tax documents are available in February, following each year you have sold stock.