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.


*Client accounts with a liquidation value of less than $10,000 may request paper statements, either monthly or quarterly, for $2 per statement.

GainsKeeper® service and tax lot and performance reporting is offered and conducted by Wolters Kluwer Financial Services, Inc. and is made available by TD Ameritrade for general reference and education purposes only. TD Ameritrade is not responsible for the reliability or suitability of the information. TD Ameritrade does not provide tax advice. Please consult with a tax-planning professional with regard to your personal circumstances. TD Ameritrade and Wolters Kluwer Financial Services, Inc. are separate, unaffiliated companies and are not responsible for each other's policies and services. GainsKeeper is a registered trademark of Wolters Kluwer Financial Services, Inc.

TD Ameritrade, Inc., member FINRA  / SIPC  / NFA . This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.