There are two ways to pull your IRA contribution documents:

  1. You can export all of your monthly retirement statements directly from the statements section in your user profile.
  2. You can log in to Folio Institutional (where your brokerage account is held) to pull these statements directly. You received an email from Folio Institutional when you first opened your IRA account, but if you aren't able to locate details simply request "forgot username" to be prompted to create your login.

Note: You also should receive an email directly from Folio Institutional to inform you each time a new tax document has been added to your Statements & Tax Records. You will then need to log in to your Folio brokerage account to retrieve them. 

To learn more about our brokerage partner, Folio, see here.

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