How do I view my tax reports, statements, and confirmations?

Article author
Jennifer
  • Updated

To view your tax reports, statements, or trade confirmations, just follow these steps —

For App:

  1. After logging in to your account, tap on the avatar icon at the top left-hand corner of your screen
  2. Tap on Settings
  3. Tap on Documents and Statements
  4. Tap on the account and the type of document you would like to view 

For Web:

  1. To access our website go to acorns.com on your computer or mobile web browser
  2. After logging in to your account, click the avatar on the top right of the screen
  3. Click "Profile & Settings"
  4. Click "Documents and Statements" on the left side of the screen
  5. Use the dropdown menu on the top right of the screen to select the type of document you would like to view

*Monthly statements are available on or around the 15th of each month.

Please note, you may have to allow pop-ups on this page in order to download documents on the website version.

 

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