Where Can I Find My Account Statements and Tax Documents?

You can access your account statements, trade confirmations, and tax documents directly in the Monorail app.

1️⃣ Log in to the Monorail app
2️⃣ Open the Main Menu
3️⃣ Select "My Profile"
4️⃣ Tap "Statements & Documents"
5️⃣ Choose a feature (e.g., portfolios, stock trading)
6️⃣ Select a document category
7️⃣ View or export your documents

📅 A consolidated Form 1099 may be issued by February 15th each year for all applicable investment accounts.
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⚠️ Possible Delays: Some tax documents may be postponed or revised. If there was no investment activity, a tax form may not be issued for that year.

If you experience any difficulty accessing your documents, reach out via the in-app messenger, and we’ll assist you!