DOWNLOAD CLOSED ACCOUNT STATEMENTS
After an account is closed, the account holder retains access to Client Portal to view or print historical activity and tax statements via the Performance & Reports menu followed by Statements or Tax Documents. Click on 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 on the Filter (funnel) icon, expand the Account Status section, check "Closed" or "Migrated" and click Apply. Select the closed account number and click Continue. Access is provided using the same login credentials you had at the time the account was closed.
Tax statements are available online for the 7 most recent calendar years. IBKR maintains statements for a period of 7 years in total as required by regulation. Account holders may request a copy of an archived statement no longer available online by contacting their local Client Services Center. You can request archived statements via ticket to Client Services in Client Portal through the Help menu (question mark icon) followed by Secure Message Center. Please select COMPOSE followed by New Ticket, then pick Activity & Tax Statements as the ticket category followed by Archived statement request. Archived statement requests are subject to a processing fee.
If you do not know your password, contact our Client Service Center via telephone so that we may verify your identity and provide access.