Your tax documents will be available on March 1st. (By waiting until around March 1st, we ensure that the most recent investment information is captured in your tax documents, including dividend payouts and any company-specific events like mergers and acquisitions. While this doesn't guarantee that you won't receive a restated tax form, it minimizes this chance.)
You can access the documents once they're available by selecting “Tax Documents" within “Settings & Info."
Alternatively, you can also access your tax documents by logging in to your Folio account at www.folioinvesting.com to see your tax documents. Folio Institutional is Swell's broker-dealer. To log in, please enter your Login ID (XXX) as your username and click on the "forgot password" link. You will receive an email directing you to set your password and log in to the Folio site.
Once you've logged in, you'll see a link that reads "Statements & Tax Records" -- you'll be able to access your documents by clicking this link.