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:
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Open your Grifin app.
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Click on the Menu icon in the top left corner.
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Click on "Profile & Settings".
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Under “Other”, click on "Statements & Tax Documents".
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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:
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It’s not ready yet. This will typically happen in mid-February, but again, this is controlled by our brokerage provider, DriveWealth.
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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.