Where can I find my tax documents?

1. Log in into your account here
2. Select "My Investments" on the left hand panel of the platform
3. Navigate to the "Documents" section 
4. You will see all of your documents there, including your "1099"
5. Select the download icon to download & view your document

If you have any trouble accessing your documents or need assistance, please contact our team at help@investwithroots.com and we will happily assist!