Accessing Your Account Documents
Harvest provides all account documentation digitally. You can view, search, and download your records at any time by navigating to Accounts -> Documents.
1. Tax Documents (1099s)
All tax forms are generated by our custodian, Alpaca Securities LLC.
Availability: Typically available by January 31 for the previous tax year.
Notification: You will receive an email and a push notification as soon as your specific forms are ready.
Forms included: Your "Consolidated 1099" includes gains/losses (1099-B), dividends (1099-DIV), and interest (1099-INT).
2. Monthly Statements
Statements provide a summary of your portfolio’s performance, fees, and activity.
Details: Includes your beginning/ending balance, any deposits/withdrawals, and a list of your current holdings.
3. Trade Confirmations
Trade confirms are legal records of every individual transaction executed in your account.
Purpose: These are useful for tracking the exact price and timestamp of fractional share trades.
4. Legal & Regulatory Disclosures
To review your signed agreements or our firm's regulatory filings (Form CRS and ADV):
Navigate to the Disclosures tab within the Documents section.
These are updated annually or whenever a material change occurs.
How to Download
Log in to the Harvest app or web portal.
Go to your user Profile (click top right-hand dropdown -> profile settings).
Select Legal tab.
Tap any document to view the PDF or save it to your device.
Note: For security and to keep fees low, Harvest uses electronic delivery for all documentation. We do not provide paper copies via mail.