Where can I find my trade confirmations, tax documents, and statements?

Trade confirmations, tax documents, and monthly statements are available in your Invest dashboard within the Greenlight app and can only be accessed by the Primary Accountholder.

To see how to access your tax documents from last year, click here. 

Note: Tax documents for the 2025 tax year will be made available by our broker-dealer, DriveWealth, on or around February 17, 2026.

If you had investment account activity beginning in mid-November 2025 through the end of the year under our new broker-dealer, Alpaca, those tax documents will be made available within the next few weeks following February 17, 2026.