Where do I locate my Statements and Trade Confirmations?

To view trading history reports, statements, or confirmations, double click on My Generation Portfolio to bring up the Snapshot. Select the Statements tab and then click on the appropriate drop-down.

Here you will find Brokerage Statements, Trade Confirmations, and Year-End Tax Documents in PDF. Please note Year-End Tax Documents are typically available on or about February 15th for Electronic Delivery.

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1 Comments

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    Stephen Thomas

    I receive emails from Kapitall stating "thank you for choosing to receive trade confirmations electronically.... to view this document .... choose E-documents." Where oh where are these "E-documents"? Are these in fact the statements and trade confirmations? If so, then why am I being asked to choose E documents?

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