While your account documents are always available on the Public app, the great news is that you can also view your account documents via our clearing firm, Apex, right on their website.
How to view Docs on Apex Online:
Go to the Apex Clearing website at www.apexclearing.com.
Log in through the button in the top right.
Once logged in, your tax form(s) are located under the ‘Documents’ dropdown in the top right-hand corner of the website.'
Just a heads up, if you haven't already, you will need to create an account with Apex. You'll need to include your brokerage account number.
To find your brokerage account number on the app:
Select the slide drawer icon ≡ (three horizontal lines) in the top left corner of the screen. You'll see your account number near the top left, next your to profile picture and under your username
If you ever have questions, the team is always here for you, so feel free to give us a shout on the app’s Chat or via email at firstname.lastname@example.org.