When will I get my tax documents?

Your tax documents are supplied by our brokerage providers, Alpaca Securities, LLC ("Alpaca") and Apex Clearing Corporation ("Apex"). These documents 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 couple of reasons:

1. It’s not ready yet. It will typically be ready around mid-February, but again, this is controlled by our brokerage providers.

2. You may not need a Tax Document. You’ll only get one if you 1) made more than $10 in dividends, 2) more than $10 in interest, or 3) if you sold stock.