You can generate an official Activity Statement that contains information about account activity including positions, cash balances, and transactions for your account in Client Portal:
- Log in to Client Portal.
- Click Performance & Reports followed by Statements.
- Select Default Statement Type as "Activity" and set your preferred Period.
- Select the Format "PDF" and the click Download.
You can request a signed/stamped copy of the statement by sending a copy of your statement to IBKR Client Services as a ticket attachment. Please create a new ticket in the Message Center and select Activity & Tax Statements as the ticket Category followed by Archived statement request, then type "Signed Activity Statement" as the subject. We will certify it with the signature and stamp of IBKR and send it to your e-mail address on record.
Please Note
- A signed Activity Statement is not available to US clients. A US client can download a signed Account Confirmation Letter from Client Portal.
- A processing fee may apply.
- A best-effort delivery timeframe applies.
Additional Information
- Attaching a file to a ticket in the Client Portal Users' Guide.
- How can I get a confirmation letter for the account opening?