Where do I find my Go & Grow tax report?
The tax treatment is different for Go & Grow compared to our other products, which is why you can download a separate tax report specifically for Go & Grow.
If you invest using only Go & Grow, you can access your tax report directly from your chosen Go & Grow account. Simply click on the burger menu icon, select 'Go & Grow Tax Report,' specify the period you want, and click the 'Create the report' button. The report will download in pdf format in a separate tab.
If you invest using Portfolio Pro, Portfolio Manager, or the API, you can learn how to download those tax reports, here.