How do I get digital tax documents instead of paper?

To switch to digital tax documents for your eligible accounts:

  1. From the home screen, select the profile menu on the top right, then Profile & settings
  2. In the Settings card, select Manage
  3. Scroll down to Document delivery and select Manage
  4. Go to Tax documents, select Edit, and choose which accounts you’d like to switch to digital
Last updated May 6, 2025