How do I get digital tax documents instead of paper?
- App
- Web
To switch to digital tax documents for your eligible accounts:
- From the home screen, select the profile menu on the top right, then Profile & settings
- In the Settings card, select Manage
- Scroll down to Document delivery and select Manage
- Go to Tax documents, select Edit, and choose which accounts you’d like to switch to digital
Last updated May 6, 2025