How do I create an Activity Statement with a custom date range?

VIEW CUSTOM DATE RANGE STATEMENT

IBKR provides Activity Statements with 3 standard date ranges: daily, monthly and annual. To create an Activity Statement with a custom date range:

1. Log into Client Portal
2. Click Performance & Reports followed by Statements
3. Select the desired statement type
4. Select Period Custom Date Range and enter your "From" and "To" Dates
5. Click View or Download, as desired.

Note

• The custom date range period cannot exceed 365 days.

Additional Information 

• How to Run a Statement in our Client Portal Users' Guide.