Electronic statements and trade confirmations

Go Paperless - If You Want

Receive monthly statements* and trade confirmations electronically or in the mail - whichever you prefer.

Searchable account history

Review Your Account History

Quickly search your account history to get important information on a specific past trade or investment.

Tax reporting made easy

Make Tax Reporting Easy

Tools from GainsKeeper® help you track your gains and losses, find ways to potentially minimize your taxes, fill out your paper work, and more - making your next tax season easier.

Easy-to-access tax documents

Tax Documents

Make tax season easier with access to commonly used tax documents, tax news, calculators, and direct deposit choices for your refund.