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Where can I find my account reports?
Where can I find my account reports?
Updated over a year ago

To access your account documents, just follow these steps:

  1. Open the Vest app

  2. Click on your profile picture in the upper left corner of the app screen to access your information and settings

  3. Click on "Account settings"

  4. Click on "Documents and statements" and choose the document you want to access. The options are:

    1. Account statements (issued monthly)

    2. Trade confirmations (confirmations of each buy and sell order done through our platform)

    3. Account agreements (the terms and conditions that were accepted during the investment account opening process)

    4. Tax documents


Securities trading is offered through Northbound Securities LLC, an affiliate of Vest

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