How to Find Account Documents

You can see your trade confirmations and account statements within the app. Go to the Account tab > Documents. If you're having trouble, please email

Types of Statements

There are two types of statements available for each account:

  1. Account Statement: Summary of the holdings and activity for the statement period.

  2. 1099: A consolidated tax document containing forms 1099-B, 1099-DIV, 1099-INT and 1099-MISC.

Statements can not be retrieved for dates further than 13 months in the past.

Account Number

You can find your Titan account number in the app by going to the Account tab > Preferences > Default Account. If any questions or issues finding your account number, please email

Tax Information

Your consolidated 1099 Tax Document will become available around
February of the following year.

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