Due to the migration of accounts from IBLLC to IBKR Australia which was completed in 2019, we assigned a new account number to clients and the old account was closed. To retrieve the statements prior to the migration date, clients need to select the old account number. Please see the steps below:
- Log in to Client Portal.
- From the Performance & Reports menu followed by Statements under Reports.
- Click 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 the Filter (funnel) icon and check Close, then Apply.
- Select the closed account number and click Continue.
- Select Period Fiscal Year to access fiscal year activity statements.
- In the Options tab select Consolidate Selected if you wish to run a statement on a period that covers both accounts.
You can access the Income Transactions Taxable (Franking Credit) Report and the Dividend Report from the Performance & Reports menu followed by Tax Documents under Reports. Select the closed account as described above and choose a Tax Year.
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