View Common Reporting Standard Report
The Common Reporting Standard (CRS), referred to as the Standard for Automatic Exchange of Financial Account Information (AEOI), calls on countries to obtain information from their financial institutions and exchange that information with other countries automatically on an annual basis. The CRS sets out the financial account information to be exchanged, the financial institutions required to report, the different types of accounts and taxpayers covered, as well as common due diligence procedures to be followed by financial institutions.
Use the button above or follow the below procedure to access a report of the information provided under the Common Reporting Standard:
- Log in to Client Portal
- Select Reports in the upper part of the window followed by Tax
- Select the tax year
- Click on PDF next to Common Reporting Standard Report to download the report.
Please Note
- The CRS Report is provided as a courtesy to clients. Account information is available in the Activity Statements. See: How do I download my Activity Statements?
- CRS client reports are generally released to clients within two weeks of the CRS reporting deadline applicable in the jurisdiction where the IBKR entity is located.
Additional Information
- Common Reporting Standards in the IBKR Knowledge Base.