Yes, these are updated and made available in your account.
Once in Wealth Jar, click on Grow and follow these instructions;
- Tap on the portfolio you’d like to view statements for,
- In the top right corner you’ll see three dots, tap on these,
- Then tap on Documents & Statements,
- Here you’ll see all your Tax statements for that particular portfolio.
Disclosure:
Douugh Wealth, LLC is a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Douugh Wealth LLC's internet-based advisory services are designed to assist clients in achieving specific financial goals. Advisory services are not intended to provide comprehensive tax advice or financial planning. For more details, see our Form CRS, Form ADV, and Form ADV Part II.
Brokerage services provided to clients of Douugh Wealth LLC by DriveWealth, LLC, member of FINRA and SIPC.
Investments in securities: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance does not guarantee future results, and the likelihood of investment outcomes are purely hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where DouughWealth LLC is not registered.
