Taxes & Documents

How to read your 1099

Fennel Financials does not provide tax advice. For specific information you should consult with a tax professional.

How to correct errors on your 1099?

If you notice any errors on your 1099, please contact support@fennel-financials.com for assistance.

How to send in documents?

In most cases, you’ll be able to submit your documents during the app onboarding process. But in a few rare cases we will ask you to submit additional information by email to our compliance team, in order to make sure you have a safe and seamless experience on our app. If necessary, all documents will only be requested via a secure transfer protocol service. 

How do I find my account documents?

If you’d like to view your account documents, you can find them in-app by going to the “Profile” tab on the bottom toolbar, and then clicking on the “Documents” page under the  “Settings” menu. You may also email support@fennel-financials.com to request any of your account documents.