To access your account documents, just follow these steps:
Access the Vest app
Click on your profile picture in the top left corner of the app screen to access your information and settings
Click on “Account settings”
Click on “Documents and Statements” and choose the document you want to access. The options are:
a. Account statements (issued monthly)
b. Trade confirmations (confirmations of each purchase and sale made on our platform)
c. Account agreements (the terms and conditions that were accepted during the investment account opening process)
d. Tax documents (in English, provided by DriveWealth): the supplementary document for Income Tax declaration for non-U.S. residents is the Tax Report 1042-S, while for U.S. residents, it is the Tax Report 1099, both issued by the custodian DriveWealth.
Securities trading is offered through Northbound Securities LLC, an affiliate of Vest