How can I get cost basis and tax documents after closing my account?

Your tax forms, including Form 1042-S, Annual Activity Statement and Dividend Statement, are available electronically. To access, log into Client Portal and click the menu icon in the top left corner > Reporting > Tax Documents. If you have the old Client Portal layout, select the Performance and Reports tab followed by Tax Documents. Please review the information on your forms. Please review the information on your forms…

Yes. Our Position Transfer Basis allows you to enter a cost basis to a specific ACATS or ATON transfer date. Log in to Client Portal with your username and password, click the menu icon in the top left corner > Reporting > Tax Documents > Cost Basis…

Unfortunately closed accounts cannot be removed from Client Portal. Closed accounts are made available for you to retrieve statements and other account information after account closure…

During the migration of accounts from IBLLC to IBKR Singapore, we assign a new account number to clients and the old account is closed. To retrieve statements prior to the migration date, clients must log into Client Portal with the old account's login credentials (username and password combination)…