- Roots Knowledge Base
- Taxes
- Tax Documents
Where can I find my tax documents?
- Log in into your account here
- Select "My Investments" on the left hand panel of the platform
- Navigate to the "Documents" section
- You will see all of your documents there, including your "1099"
- 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!