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What type of documents and statements will I receive from my Treasury Account?
What type of documents and statements will I receive from my Treasury Account?
Updated over a month ago

Treasury Accounts have separate statements, trade confirmations, and tax documents. Members can locate their statement under the Documents tab in the app or on the web.

To view your account documents via the app:

  1. Tap the slide drawer icon with 3 lines on it in the top left corner, (≡)

  2. Tap Account Settings

  3. Scroll down to Account

  4. Tap the appropriate section for your needs: Account Statements, Trade Confirmations, Tax Documents, and then select Treasury Account.

To view your account documents via Public for Web on your desktop browser:

  1. Click the slide drawer icon with 3 lines on it in the top left corner, (≡)

  2. Select Settings and Privacy from the dropdown menu

  3. Tap Documents

  4. Tap the appropriate section for your needs: Account Statements, Trade Confirmations, Tax Documents, and then select Treasury Account.

If you are unable to locate your account documents or have any questions on information in your statements please contact our Member Support team via in-app chat or email at support@public.com.

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