Where do I find my account statements, trade confirmations, and tax documents?
Your account statements are provided by your custodian, Apex Clearing Corp. To view your statements, log in to Honest Dollar, and from the dashboard navigation, click on “Documents.” This is where you’ll find your account statements, trade confirmations, and tax documents related to your IRA.
You will also receive an email from Apex once your monthly statements are available.
Account statements are issued monthly, unless there is no activity. In that case, you’ll receive them quarterly. Trade confirms are posted on the business day after the day the trade was placed. Tax documents are posted annually in February.