1. Navigate to the “Tax Statement” Tab
At the top of the page, you will see two tabs: “Account Summary” and “Tax Statement.” Click on the Tax Statement tab to access your tax-related information.

2.Select Your Date Range
Use the Start Date and End Date fields to define the specific period for which you want to generate the report. You can also click Today to automatically set the current date.

3.Click “Search”
After choosing your date range, click the Search button. The system will then retrieve and display all relevant tax information for the selected period.

4. Review and Download
Once the report is generated, you can review the details on-screen. If there is an option to download or export your tax statement (such as a PDF), follow the on-screen instructions to save a copy for your records.

This process ensures you have a clear, itemized summary of your investment activity and any applicable tax information for the specified timeframe. If you encounter any issues or have additional questions, please contact our support team.