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Fix the driver behind crashes, sound loss and screen glitchesFind Drivers →Clear out junk files and repair common Windows errorsFree Scan →Scan for outdated or missing drivers - takes under a minuteDriver Scan →You can close a Webull brokerage account and still retrieve its tax documents, provided you keep your Webull login active or use Webull’s identity-verified document portal. Save needed records before closing a crypto account or deleting a Webull Pay ID: those actions can remove access to crypto history and tax forms.
Before closing anything, save the records you may need
Download available tax forms, statements, and transaction records before closing a crypto account or deleting a Webull Pay ID. Webull says closing a crypto trading account removes it from the app, including past activity history, statements, and tax documents. Deleting a Webull Pay ID is a separate action that erases linked activity history, trade records, statements, and tax documents; Webull says support cannot recover those records after deletion. Webull’s crypto account instructions explain these consequences.
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Brokerage-account closure is different from deleting your Webull login profile. Webull says login credentials can remain active after brokerage closure, which lets you continue using the regular document menus. Deleting the login profile is a separate action. Webull’s closure instructions distinguish the two.
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How to close a Webull brokerage account
Webull requires the account to be cleared before you submit a closure request. Confirm all of these conditions are met:
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- Cash balance is $0, with no negative cash balance.
- No open positions, including stocks, options, or other securities.
- No pending deposits, withdrawals, or ACAT transfers.
- No incoming dividend or interest payments.
Then submit the request in the app or on the website:
- In the mobile app: Go to Menu → Settings → Account Management → Close Account. Confirm the requirements and submit.
- On the website: Select the profile icon → My Account → Verify → Manage My Account → Delete Account. Confirm the requirements and submit.
Webull Help Center says a brokerage closure request is typically processed within 1 to 3 business days; that is an estimate, not a guarantee. It says you can cancel the request within 24 hours. See Webull’s brokerage closure guidance for its current instructions.
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How to download brokerage tax documents after closure
The retrieval route depends on whether your Webull login is still active.
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Outbyte Driver Updater FREEScan for outdated or missing drivers - takes under a minuteDriver Scan →Outbyte PC Repair FREEClear out junk files and repair common Windows errorsFree Scan →| Login status | Where to retrieve documents |
|---|---|
| Active login | In the app: Account → select the account → Documents → tap the tax year under Tax Document to download the PDF. On the website: My Account → E-Documents → Securities Tax Documents. Webull also lists a desktop route: Account → Account Details → Tax Documents. Webull’s tax-document access page lists these routes. |
| No active login | Go to webull.com/edocs and follow Webull’s identity-verification process. Webull says verification requires personal information, including your name and Social Security number. Enter sensitive information only on Webull’s official portal. Webull’s access instructions describe this process; its common tax questions page gives the same direction for customers who closed all Webull accounts and lost online access. |
Crypto closure is a separate process
Do not use the brokerage closure steps to close a crypto account. Webull’s crypto workflow is:
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- Select Account and open Account Management.
- Find Crypto Account and choose Close Crypto Account.
- Authenticate, accept the terms, and confirm.
Webull says crypto closure can take up to 48 hours and may be cancelled within 48 hours. Once the crypto account is closed, it cannot be reactivated or reopened. Because closure removes crypto activity history, statements, and tax documents from the app, save what you need first. Webull’s crypto instructions detail the steps and effects.
If the crypto account is already closed and you no longer have an active login, Webull directs users to webullpay.com/edocs for crypto tax forms. Webull says identity verification requires personal information, including name and Social Security number. This retrieval option is distinct from deleting a Webull Pay ID, which Webull says permanently erases linked records and cannot be reversed by support. Webull’s tax access page covers the portal, and its crypto instructions explain Pay ID deletion.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Which Webull tax forms to expect, and when
Form availability depends on your account activity and tax year. Webull says a consolidated 1099 may include Forms 1099-B, 1099-DIV, 1099-INT, and 1099-MISC. Its estimated schedule lists a first run on January 31 and a correction run from late February to early March; Webull says actual delivery may vary. If your account was converted, you may receive separate forms from Apex Financial and Webull Financial, depending on activity. Webull’s tax availability page provides its estimates and notes.
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For digital-asset transactions, Webull describes Form 1099-DA. Depending on account activity, a customer may receive two Forms 1099-DA for the 2025 tax year. Webull identifies Bakkt as the issuer for residents of New York, Guam, or the Northern Mariana Islands; elsewhere, forms may come from Webull Pay and/or Bakkt. Check the applicable tax year and your account circumstances rather than assuming a particular issuer. Webull says customers who only bought crypto and did not sell or convert it may not receive a 1099-DA. Not receiving a form does not necessarily mean activity is non-taxable. Webull’s tax access page and tax availability details describe these distinctions.
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If a tax form is missing or incorrect
Webull’s common tax questions page gives examples of when it says certain forms are issued: a 1099-DIV for more than $10 in dividends, a 1099-INT for more than $10 in interest, and a 1099-B for sales of stocks, ETFs, or options. These are Webull’s stated examples, not a complete explanation of tax-law reporting requirements. See Webull’s tax FAQs.
If you think a 1099 is incorrect, Webull asks you to contact it through the in-app Help Center and provide relevant supporting information. If Webull issues a corrected 1099, it says the updated form can be downloaded from the app or website. Webull also states that it cannot provide tax advice. Its corrections guidance explains how to report a suspected error.
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