How do I access my tax documents from a robo-advisor?

• Visit your robo-advisor’s official website or open the mobile app.
• Click Log In and enter your registered email and password.
• If you use two-factor authentication, verify with the code sent to your device.

• Once logged in, look for a Documents, Statements, or Tax Center link in the main menu or dashboard.
• Select Tax Documents to see a list of available years.
• Click the tax year you need (e.g., 2025 tax forms appear in early 2026).

• Next to the desired document, click the download icon (usually a down-arrow) or a PDF button.
• To print, open the downloaded file and use your browser’s print function.
• All forms are provided as standard PDFs; you can save them to your device or cloud storage.

Our AI agent, powered by Chatref, can help you skip the steps above. Start a chat via the widget and type “Get my 2025 tax documents.”

• The agent will confirm your identity securely inside the chat.
• If everything checks out, it uses a custom action to pull your tax forms and email them to the address on file, or provide a direct download link.
• You can also ask for a specific form, like “Send me my year-end statement for 2025.”

This way you get your tax documents in seconds without leaving the conversation – no waiting on hold, no hunting through menus.

• Confirm you are logged into the correct account. Tax documents are only generated for accounts that had taxable events.
• Check if you have switched between individual and joint accounts; documents appear under the primary account holder.
• If documents still don’t appear, use the chat widget and ask “I can’t find my tax documents” – the AI agent can verify their status or escalate to a support team member.

Q: When will I receive my tax documents from my robo-advisor?
A: Tax documents for the previous year are typically available by mid-February. We begin processing them as soon as all required data from financial institutions is ready. You’ll receive an email notification when yours are ready, and they appear in your online account at the same time.

Q: How do I download or print my tax forms from a robo-advisor?
A: Log in, navigate to Tax Documents, select the tax year, and click the download (PDF) icon. To print, open the file and use your browser’s print command. You can also ask our AI assistant to email you the forms directly.

Q: What information is included in the tax documents provided by my robo-advisor?
A: Depending on your activity, your tax package may include a consolidated 1099 (dividends, interest, and capital gains), a year-end statement summarizing account values, and any other IRS-required forms like 1099‑B for security sales. All figures are based on your robo-advisor transactions for the tax year.