Account Documents

Our clearing partner, APEX Clearing, generates your account statements, trade confirmations, and tax documents.

You can view your account statements and tax documents by:

  • Going to your Account Menu
  • Tap on Account
  • Tap on Account Documents

On iOS:                                                                  On Android:

         

Your Account Number can be found on your Account Statement, issued monthly.

Please note that your consolidated 1099 Tax Document will become available around February of the following year. Robinhood customers can use TurboTax to easily import trade history when filing taxes. More information can be found here.

To view your trade confirmations:

  • Go to your Account Menu
  • Tap on History
  • Tap on the specific trade
  • Tap Trade Confirmation

On iOS:                                                               On Android:

         

 

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