How do I view my tax reports, statements, and confirmations?

Capitalyze® Web is coming soon. Once it is live you will be able to view and download your tax reports, statements and trade confirmations from a computer, under Statistics.

Tax documents are not available in the mobile app. Until Capitalyze® Web is live, these documents are issued directly by the AMC that holds your investments — if you need one and cannot find it, get in touch and we will help.