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How can I download my tax documents?

You can access your tax documents in your mobile app:

  1. Tap the Webull icon in the bottom center.
  2. Tap More
  3. Tap Tax Documents.

You can also access all of your tax documents on the Webull website at https://www.webull.com/edocs

Note: For large documents, our website is the best way to download your tax documents. If you have already deleted your Webull brokerage account, you can only download your tax documents through the Webull website.

All of your tax documents for 2020 will be generated and delivered by February 16, 2021. You'll be notified by email once your document is ready. 

Steps to Access Your Documents

1. Click https://www.webull.com/edocs

2. Log in with your username and password.

3. Click "Check Document"

4. Refresh the E-Document page after 10 minutes. 

If your tax documents are ready, you can download them immediately. 

If your tax documents are not yet generated by the clearing firm, you need to come back to the E-Document page after February 17, 2021 or after receiving the email from taxnotification@isecurus.com.

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