How do I access my Tax forms?

If you have received sale proceeds from trading and/or received dividend payments during 2018, Ustocktrade is required to provide you a 1099 form.

If you have closed your account, you will have limited access to your Ustocktrade account to access your forms. If your account is suspended, please contact us at

If you have a blank 1099 form, please ensure that you have not traded or received dividend payments in 2018.

To access your form, please follow these steps:

  1. Log in to your Ustocktrade account
  2. Go to the side menu
  3. Select the statements tab
  4. Select Tax Documents


Web Platform 



iOS App:


       mobile_app_tax_1.jpg                      mobile_app_tax_2.jpg


Ustocktrade Securities, Inc. does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

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