How do I download my paper account Activity Statements?

DOWNLOAD ACTIVITY STATEMENTS

You can generate an Activity Statement in Client Portal for your paper trading account which contains information about account activity including positions, cash balances and transactions for your account:

  1. Log in to Client Portal. To access your Paper Trading Account, toggle to Paper from the Client Portal login window.
  2. Click Performance & Reports followed by Statements.
  3. Select Default Statement Type as "Activity" and set your preferred period.
  4. Select the preferred Format and the Language and click View or Download, as desired.

Additional Information 

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Where can I see my cash balances in the Activity Statements?
Can you provide a signed Activity Statement?
Do you send paper statements?
Where do I find the premium received for options that I have sold?