Where are my statements and tax documents?

You can still access your old statements and tax document through your Axos Invest dashboard. Tax documents for 2020 will be available in mid-February. 

From your Axos Invest dashboard, you can access the document by doing the following:

  • Click “View My Account” under the Investment Goal tile
  • Click “Manage Account”
    • This will pop up a new window so make sure your pop-ups are enabled
  • On this page, click your initials in the upper right and go to Documents.
    • This should display all past statements.

Our previous clearing firm, Apex, will be sending you an email with your 2020 tax documents. These notification will be sent from the email address taxnotification@isecurus.com

 

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