Will SoFi prepare required tax documents for me, including 1099-B + 1099-DIV? (Active Invest)
Yes, if your Invest activity generates a tax document you can access them online via https://www.sofi.com/wealth/app/tax-documents.
Yes, if your Invest activity generates a tax document you can access them online via https://www.sofi.com/wealth/app/tax-documents.