Where do I find my Altruist tax documents?

Log in to Altruist and look under Documents to find your Tax Documents.

If you have a currently open account with Carbon Collective, you can find the tax documents for your investment account in Altruist. 

If you're on desktop, follow the steps below to find the forms you need:

1. Log into Altruist
2. In the top right corner, select your initials
3. Go to Documents
4. Select the account you’d like to view documents for
5. Select “All Types” to filter for “Tax Document”
6. Choose “View” next to the document you’d like to view

If you're on Altruist's mobile app, try this:

1. Go to your Altruist app and log in
2. Go to Settings
3. Go to Documents
4. Select the account you’d like to view the documents for
5. Go to the three lines in the top right corner to filter
6. Select “Tax Documents”
7. Select the documents you’d like to view
8. Select “Share” in the top right corner to download to your device or send via email