![]() How can I get an additional copy of my tax document(s)? See the E-delivery guide for instructions.įor more information see Online tax information FAQ. When they become available for you to retrieve online, we’ll send you an email. With the secure site on, you can choose to access your tax documents online only, rather than in the mail. While a joint account owner who is not the first-named taxpayer on the account will have access to the online tax statement for non-qualified brokerage accounts, this is not the case for other types of accounts.
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