To view your Automated Investing account statements and tax documents in the Chime app:
Tap Profile > Documents.
Choose one of the following:
Account statements → Tap Investing, then select the month you’d like to view.
Tax documents → Find the tax year and locate your 1099-DIV (provided by Atomic).
Note: Atomic typically makes their 1099s available between mid-February (around Feb 17) and the end of March.
Note: Statements are generated monthly and available for download. If a statement is missing or appears incorrect, reach out to Atomic Invest LLC directly.
Don’t have access to the Chime app anymore? You can also view your Automated Investing documents at https://investor.atomicvest.com/. You’ll need access to the email address that was associated with your Chime account.
You can view your balance, performance, and activity details in the Investing section of the Chime app.
Balance & chart – Shows your current investing balance and performance over time.
Performance – Displays unrealized & realized gains or losses, time-weighted returns, and dividends earned.
From the three dots in the right corner:
View portfolio – View your current portfolio (Conservative, Balanced, or Aggressive) and its allocation across bonds, U.S. stocks, and international stocks.
Change portfolio – Switch to a different portfolio option.
Recent activity: View transfers in/out, transaction statuses, and any dividends, if applicable.
To view details for a specific investment, tap on a listed fund to see:
Price chart – View price performance across different timeframes.
Statistics – View shares held, current value, dividends earned, and overall exposure.
Investment advisory services provided by Atomic Invest LLC. Brokerage services provided by Atomic Brokerage LLC, member of FINRA/SIPC. Investments in securities: Not FDIC Insured, Not Bank Guaranteed, May Lose Value. Investing involves risk, including the possible loss of principal.
Chime Invest™ is not provided by either [bank name] or Chime Financial, Inc.
Chime has engaged Atomic Invest LLC (“Atomic”), an SEC-registered investment adviser, to bring you the opportunity to open an investment advisory account with Atomic. Brokerage services for Atomic are provided by Atomic Brokerage LLC (“Atomic Brokerage”), a registered broker-dealer and member of FINRA and SIPC and an affiliate of Atomic, which creates a conflict of interest. For more details about Atomic, please see the Form CRS, Form ADV Part 2A and Privacy Policy. For more details about Atomic Brokerage, please see the Form CRS, General Disclosures and fee schedule. You can check the background of Atomic Brokerage on FINRA BrokerCheck.
Neither Atomic Invest LLC nor Atomic Brokerage LLC, nor any of their affiliates is a bank. Investments in securities: Not FDIC Insured, Not Bank Guaranteed, May Lose Value. Investing involves risk, including the possible loss of principal. Before investing, consider your investment objectives and fees and expenses charged. Advisory services through Atomic are not to be construed as tax advice or financial planning and do not take into consideration investments that clients may hold outside of Atomic.