Prior Daily, Monthly and Annual Activity statements are available online in Client Portal via the Performance & Reports menu followed by Statements.
- Daily activity statements are available for the rolling 7 years.
- Monthly activity statements for the past 84 months.
- Annual statements for the prior 7 years.
Archived statements are available on a best efforts basis and are available in electronic format only (delivered via email). Charges vary by currency, and the fee schedule can be found on our website under the Pricing menu followed by Other Fees. You can request archived statements by sending a ticket to Client Services in Client Portal through the Help menu (question mark icon) followed by Secure Message Center. Please select COMPOSE followed by New Ticket, then pick Activity & Tax Statements as the ticket category followed by Archived statement request.
A closed account will still have access to Client Portal where you can download closed account statements no more than 7 years old. Click on the displayed account number in the light blue oval in the upper part of the page to open the Account Selector side window. In the Account Selector, click on the Filter (funnel) icon, expand the Account Status section, check "Closed" or "Migrated" and click Apply. Select the closed account number and click Continue.
Please Note
- IBKR does not typically provide daily statements in lieu of monthly or annual statements.
- IBJP Statements are maintained for a period of 10 years.
For closed accounts, fee payment may be made in the form of a check. For active accounts, the account's cash balance will be debited.
Requests for archived statements may be made via Message Center ticket, and checks are to be mailed to one of the two options below:
- Regular Mail
Interactive Brokers LLC
PO Box 736868
Chicago, Illinois 60673-6868
- Priority/Express Mail Services
Interactive Brokers LLC
Attn: Cashiering
2 Pickwick Plaza
Greenwich, Connecticut 06830
United States
Please Note
- Cashier’s Checks, Official Checks, Teller’s Checks and Banker’s checks issued by banks are the recommended forms of payment. Personal checks and checks issued by a credit union or bill payment service are subject to a six business day hold period, after which the requested statements will be issued.
Additional Information
- How to Run a Statement available in our Client Portal User Guides