There are three main categories of statements and documents generated by M1. They can be found under the “Documents” tab in settings:
1) Trade Confirmations
Confirmations show trading activity for a specific day. This document is available within 3 business days after trading activity.
Statements are issued monthly. These statements contain your holdings as of the last day of the month, along with all activity during the month. Monthly statements are available approximately one week after the end of the month.
3) Tax Forms
Selecting “Tax Forms” will display the tax form(s) that you are eligible to view.
Check out more information on tax documents here.
Receiving paper statements?
The most common reason for receiving paper statements is that you have marked certain correspondence as spam. Our clearing firm is obligated to deliver the conveyed materials so that investors can make informed decisions. If our clearing firm is unable to deliver correspondence electronically, they will begin to send paper copies through the U.S. Postal Service.
Your statements will be available for a period of six years following the closure of your account.