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Documents & Taxes

What types of statements and documents will I receive?

We will provide monthly account statements, trade confirmations for each purchase or sale of a Treasury bill and deposit and withdrawal confirmations. These documents will be emailed to you. Applicable tax documents will also be made available on Finvest when they are generated in January-February.

Tax documents

When tax season comes around, you’ll receive documents in January and/or February for your Treasury Account as required by law. If you earned $10 or more in interest income during the calendar year, you will receive a 1099-INT and will have to report that income on your tax return. If you earned less than $10 in interest in your Treasury Account, we will not provide tax documents since you are not required to report interest income of less than $10 to the IRS. We will also be providing you with Form 1099-B showing the trades that have occurred in your brokerage account and the resulting gains and losses.

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* Yield shows annual interest as of 04/01/2025 on a 3-month US Treasury Bill. Yield will fluctuate and is not a forecast or guarantee of future earnings.

The above images are for illustrative purposes only and is designed to help visualize the benefits of our services. The interest rates mentioned or implied within these visuals do not necessarily represent current rates, as they are subject to market fluctuations. For the most up-to-date interest rate information, please refer to the Finvest app.
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Finvest app is owned and operated by Get Moving Inc. Get Moving Inc is an SEC-registered investment adviser and maintains an engagement with Alpaca Securities LLC, a FINRA and SIPC member for the provision of brokerage and clearing services. Alpaca Securities is a wholly-owned subsidiary of AlpacaDB, Inc. SIPC protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. SIPC does not protect against market losses. Securities products are not FDIC insured, not bank guaranteed, and may lose value.
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With any investment, your capital is at risk. The value of your portfolio with Finvest can go down as well as up. Past performance is no guarantee of future results. You should consult your legal, tax, or financial advisors before making any financial decisions. By using this website, you accept our Terms of Service, Privacy Policy, and Fee Schedule. Please see Customer Relationship Summary.

Online trading has inherent risk due to system response, execution price, speed, liquidity, market data and access times that may vary due to market conditions, system performance, market volatility, size and type of order and other factors. An investor should understand these and additional risks before trading. Please read important legal disclosures.

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