Where can I find my account statements, Solo 401k plan documents or tax documents?
Edited
To access all your documents, click your initials on the top right hand side of the website and select Documents.
Click into the Statements section to access your account statements. Account statements are typically made available the first week of the following month. Example: May's monthly statement will be made available around the first week in June.
If you click into the Agreements section, you can access your Solo 401k plan documents, and other account agreements.
