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...documents in PDF format.
View account statement PDFs for up to last 6 months
View tax document PDFs associated with each of the customer accounts including 1098, 1099-INT, 1099-DIV and more, in PDF format. Tax documents have a 2 year retrieval period.
Retrieve statement in PDF format
Retrieve list of tax documents available for an...
Retrieve statements as an individual PDF or as a list of statements from a set time frame.
See historical tax forms as PDFs, including 1098, 1099Int, 1099Div, and others as either a single document or a list of documents.
View basic customer profile...
...tax documents and receive PDF versions of tax forms including:
Example use cases
Interact with authorized consumer data through our Documents API to provide value-added services and products that may enrich their financial services...