Where can I find my account statements, Solo 401k plan documents or tax documents?

Click your initials on the top right > Documents > Statements section to access your account statements. Account statements are typically made available the second week of the following month. Example: May's monthly statement will be made available around the second week in June.

To access all your tax documents, click your initials on the top right hand side of the website > Documents and then > Tax Documents.

If you click your initials on the top right > Documents > Agreements section, you can access your Solo 401k plan documents, and other account agreements.

You can view Transfer Paperwork once you click your initials on the top right > Documents > Other Documents section