Where can I find how much I have contributed in my IRA?

Follow the below procedure to review the amount you contributed to your IRA.

  1. Log in to Client Portal
  2. Select the User menu (head and shoulders icon in the top right corner) followed by Settings
  3. Under Account Settings find the Tax section
  4. Click on IRA Activity

Please Note

  • We only have this information if the account is opened with IBKR first, and the original contribution is made with IBKR. If the IRA account has been transferred in from another IRA account, then we will not have information about the original contribution.
Powered by IBot
How do I locate my tax ID on this account?
How do I change my billable account information?