If you have realized an investment gain or loss of more than $10 over the course of the year, a 1099 B tax form for your investment account will be provided to you directly by DriveWealth (the qualified custodian and broker-dealer of your funds). These forms are generally made available in late February or early March and will generally only be accessible in the DriveWealth portal through the MoneyLion app.
How to access the 1099-B in the mobile app
1. Go to the Finances tab
2. Tap More Options
3. Tap MoneyLion Investment
4. Tap View statements and tax docs (You’ll be taken to a DriveWealth page)
5. Tap Choose report type and select 1099-B