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

Bond 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 Bond 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 Bond 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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