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Finding your account tax document(s)

Learn where to find your tax documents on Frec, including documents for closed accounts and what to do if you receive more than one.

You'll only be issued a tax document if you received dividends or interest, or sold any securities, during that tax year. You'll get an email letting you know when a document is ready.

Finding your tax documents

  1. Select your name in the upper right-hand corner.
  2. Select Account settings.
  3. Select the Documents tab.

Documents from a closed account

If you're looking for a document from a closed account, you'll need to switch into that account first. Select the arrows icon under your account name to choose it, then follow the same steps above. Alternatively, use your separate login for the closed account, if you have one.

Multiple documents in the same year

If you receive more than one tax document in the same year, it's likely a corrected version replacing the original, most often issued if your broker needed to adjust cost basis or income details after the fact. The most recent one is the one to use.