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Documents and Taxes

Documents and Taxes

Get familiar with all the documents and forms investors have access to with Q.ai

4 articles
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Written by Cesar Restrepo

How to read your 1099

Form 1099-DIV is an IRS form sent to investors who receive dividends and distributions from investments during a fiscal year.
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Written by Cesar Restrepo. Updated over a week ago

Accessing your tax documents

You can access your tax documents directly from Q.ai. All of the 1099 forms you will need from Q.ai will be ready by mid-February.
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Written by Cesar Restrepo. Updated over a week ago

Accessing trade confirmations

You can access your weekly trade confirmation directly from Q.ai.
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Written by Cesar Restrepo. Updated over a week ago

Accessing your monthly statements

You can access your monthly account statements directly from Q.ai.
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Written by Cesar Restrepo. Updated over a week ago