When will I get my tax documents?

Your tax documents are created by our brokerage provider, DriveWealth. These will typically be made available in mid-February of each year. To check on your tax documents, follow these steps:

1. Open your Grifin app.

2. Click on the Menu icon in the top left corner.

3. Click on "Profile & Settings".

4. Under “Other”, click on "Statements & Tax Documents".

5. Scroll down until you find this year’s Tax Documents.

If you don’t see this year’s Tax Document, there may be a few reasons:

1. It’s not ready yet. This will typically happen in mid-February, but again, this is controlled by our brokerage provider, DriveWealth.

2. You may not need a Tax Document this year! You’ll only get one if you made more than $10 in dividends, more than $10 in interest, or if you sold stock.