Viewing Tax Statements & Records

The Tax Statements page is your central resource for tax forms generated by Scottrade for your account. To reach this page, log in to your Scottrade account and click the My Account tab. Then click Account History from the left navigation menu and choose the Tax Statements tab near the top.

Tax forms from the last 7 years are available online. To view your tax forms, click the PDF link for the tax form category and year of interest. If a tax form was not generated for your account in the year you selected, an explanation will be displayed.

To determine when a form will become available, find the availability schedule in the 1099 FAQs link within the Advanced Help box.