How do I view my Year-End Tax Statement online?

If your Kapitall Generation brokerage account was eligible to receive a year-end tax document for the previous year, then you may view this document online.

Click on the My Generation Portfolio icon and then click on View Snapshot.

 


Select the Statements Tab.

 

 

Here you can find your account statements, trade confirmations and year-end tax documents. Click on the Year-End Tax Documents subheading to view the available documents.


 

Click on the appropriate tax document to download and view in PDF format. Please note Year-End Tax Documents are typically available on or about February 15th for Electronic Delivery.



Please review your tax document carefully. Should you have any questions, please contact us via live chat or by phone at 888-952-7482 during our normal business hours, Monday through Friday 9AM - 6PM ET.

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