---
title: Statements & Tax Forms
group: Account & Security
subtitle: Access your account statements and tax documents online for free.
description: Download monthly statements, trade confirmations, and annual tax forms (1099-B, 1099-DIV, 1099-INT, 1099-MISC) directly from your Light Horse account.
---

## Account Statements

Monthly account statements are generated and available electronically through your account portal. Statements include:

- Portfolio value and position summary
- Cash balance and margin details (if applicable)
- All transactions for the period
- Fees charged

## Trade Confirmations

A trade confirmation is generated for all trades on a trading day and delivered to your email on the next day

## Tax Documents

Light Horse (via Apex Clearing) generates the following tax documents annually, typically available by **mid-February** for the prior tax year:

| Document | What It Reports |
|---|---|
| Form 1099-B | Proceeds and cost basis for security sales |
| Form 1099-DIV | Dividends and distributions received |
| Form 1099-INT | Interest earned |
| Form 1099-MISC | Miscellaneous income (if applicable) |

## How to Access Documents

1. Log in to [Light Horse Dashboard](https://portal.lighthorse.io)
2. Navigate to **Monthly Reports** or **Tax Forms**
3. Select the document you need

All electronic documents are **free**. Paper copies cost $2 each.

## Requesting Documents via AI

If you've connected an AI assistant, you can also ask it to retrieve your documents:

*"Get my 1099 for last year"*<br />
*"Show me my statement for March"*