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​How to Find Your Tax Documents in the ETRADE App​
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​How to Find Your Tax Documents in the ETRADE App

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Please follow the steps below to get your E*TRADE tax documents.
​
  • Open the E*TRADE app on your iPhone, then log in using your user ID and password.
  • Once logged on, tap on the hyperlink where it says Individual Brokerage.
  • On the screen, you will see several tabs saying Overview, Portfolio, Balance, etc... Scroll to the extreme right, where you will see a tab that says Documents.
  • Tap on Documents.
  • Once you tap on Documents, you will see a section which says Type, and next to that, you will also see Statements.
  • Tap on Statements.
  • Once you tap on Statements, you will see an option for Tax Docs.
  • Tap on Tax Docs.
  • Once you tap on Tax Docs, you will see a tab which says 1099 Consolidated.
  • Tap on 1099 Consolidated.
  • On the screen, you will see your 1099 and if you wish to download it, tap on Download.
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