Documents and Taxes

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

4 articles in this collection
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.

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.

Written by Cesar Restrepo
Updated over a week ago

Accessing trade confirmations

You can access your weekly trade confirmation directly from Q.ai.

Written by Cesar Restrepo
Updated over a week ago

Accessing your monthly statements

You can access your monthly account statements directly from Q.ai.

Written by Cesar Restrepo
Updated over a week ago