Reporting taxes on my investments
Your investments can generate some income or capital gains for you. For example, if you receive dividends or if you sell a stock at a higher price than you bought it. These proceeds may be subject to tax according to your local tax rules, and it is your responsibility to understand how to declare and pay any tax due.
To help with your tax reporting, you can access your trading statements directly from your Stocks Home by clicking on the ellipsis (three dots) on the right side of the screen and selecting 'Statements'.
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Getting started with trading
- How do I open a trading account?
- What types of trading accounts are supported?
- Funding my investment account
- Why should I provide information about my income and occupation to trade?
- How do I submit documents?
- I am associated with another broker-dealer. Can I still open a trading account?
- I don't have an SSN, can I still open an account?