You can access your income report and tax documents directly from the Vest app or web platform. Here's a step-by-step guide:
Via the app:
Tap your profile picture in the upper corner.
Select Documents and Statements.
Tap Income Report
Download your file.
Via the web:
Log in with your credentials.
Go to your profile and select Income Tax.
Download your documents.
This information does not remove or replace the investor's responsibility to verify all the data and values presented, nor the need to seek guidance from a trusted tax or legal advisor for the proper declaration of investments to the Brazilian Internal Revenue Service (RFB) and the Central Bank of Brazil (BCB). Northbound Securities, LLC does not offer tax or legal advice.
The information provided by Vest is for informational purposes only and does not replace professional evaluation and guidance in tax and regulatory matters. Vest is not responsible for any losses resulting from miscalculations, incorrect tax filings, or reporting of foreign investments, income, or capital gains. We always recommend that investors ensure the information they report complies with Brazilian regulations.