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closed, the account holder retains \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">access to Client Portal\u003C\u002Fa> to view or print historical activity and tax statements via the \u003Cstrong>Performance & Reports\u003C\u002Fstrong> menu followed by \u003Cstrong>Statements\u003C\u002Fstrong> or \u003Cstrong>Tax Documents\u003C\u002Fstrong>. 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 \u003Cstrong>Filter (funnel) icon\u003C\u002Fstrong>, expand the Account Status section, check \"\u003Cstrong>Closed\u003C\u002Fstrong>\" or \"\u003Cstrong>Migrated\u003C\u002Fstrong>\" and click \u003Cstrong>Apply.\u003C\u002Fstrong> Select the closed account number and click \u003Cstrong>Continue\u003C\u002Fstrong>. Access is provided using the same login credentials you had at the time the account was closed.\u003C\u002Fp>\u003Cp>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 \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=NEW_TICKET\">ticket to Client Services\u003C\u002Fa> in Client Portal through the \u003Cstrong>Help\u003C\u002Fstrong> menu (question mark icon) followed by \u003Cstrong>Secure Message Center\u003C\u002Fstrong>. Please select \u003Cstrong>COMPOSE\u003C\u002Fstrong> followed by \u003Cstrong>New Ticket\u003C\u002Fstrong>, then pick \u003Cstrong>Activity & Tax Statements\u003C\u002Fstrong> as the ticket category followed by \u003Cstrong>Archived statement request\u003C\u002Fstrong>. Archived statement requests are subject to a \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fpricing\u002Fother-fees.php#acct-maintenance\">processing fee\u003C\u002Fa>.\u003C\u002Fp>\u003Cp>If you do not know your password, contact our \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fen\u002Fsupport\u002Fcustomer-service.php?p=contact\">Client Service Center\u003C\u002Fa> via telephone so that we may verify your identity and provide access.\u003C\u002Fp>",[1208,1214,1216],{"id":628,"title":629,"feedback_context":1209},{"request_context":1210,"type":1211,"id":628,"faq_id":628,"timestamp":1212,"cir_id":1213},"faq-browser-public,faq-browser-1:JFaqHTTP5-51ad8855-2f16-4834-8161-e4d34458b26b","FAQ_NAVIGATION",1794552204627,"9c1506bf-ad33-42dc-8ca2-9a448f54696f",{"id":968,"title":969,"feedback_context":1215},{"request_context":1210,"type":1211,"id":968,"faq_id":968,"timestamp":1212,"cir_id":1213},{"id":972,"title":973,"feedback_context":1217},{"request_context":1210,"type":1211,"id":972,"faq_id":972,"timestamp":1212,"cir_id":1213},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">DOWNLOAD CLOSED ACCOUNT STATEMENTS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>After an account is closed, the account holder retains \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">access to Client Portal\u003C\u002Fa> to view or print historical activity and tax statements via the…\u003C\u002Fp>",[1220,1233,1242,1250],{"id":1221,"title":1222,"feedback_context":1223,"short_description":1226,"source":1227,"slug":1232},"43908875","How can I view my margin requirements in Client Portal?",{"request_context":1210,"type":1224,"id":1221,"faq_id":1221,"timestamp":1225,"cir_id":1213},"FAQ_SIMILAR",1794552204654,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_MARGIN_REPORTS\">VIEW MARGIN REPORTS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>You can see your real-time as well as the end-of-day margin requirements in Client Portal…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1230,"sourceType":1231},"faq","IBKR FAQs","https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=43908875","FAQ","view-margin-requirements-client-portal-43908875",{"id":1234,"title":1235,"feedback_context":1236,"short_description":1238,"source":1239,"slug":1241},"30115238","Where can I get historical and current tax forms?",{"request_context":1210,"type":1224,"id":1234,"faq_id":1234,"timestamp":1237,"cir_id":1213},1794552204655,"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_TAX_FORMS\">VIEW TAX FORMS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Use the button above to log into \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=ACCT_MGMT_MAIN\">Client Portal\u003C\u002Fa>\u003C\u002Fstrong> and access your tax forms for the past five (5) most recent calendar years…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1240,"sourceType":1231},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=30115238","get-historical-current-tax-forms-30115238",{"id":1243,"title":1244,"feedback_context":1245,"short_description":1246,"source":1247,"slug":1249},"28216375","How do I transfer funds from UK Regulated account to Securities account?",{"request_context":1210,"type":1224,"id":1243,"faq_id":1243,"timestamp":1237,"cir_id":1213},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=TransferFunds&type=INTERNAL\">FUNDS TRANSFER\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>To move funds from the IB UK (UK Regulated \"-F\") account to the Securities account, please take the following steps:…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1248,"sourceType":1231},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=28216375","transfer-funds-uk-regulated-account-28216375",{"id":1251,"title":1252,"feedback_context":1253,"short_description":1254,"source":1255,"slug":1257},"117395117","How can I access activity statements before account transfer due to Brexit?",{"request_context":1210,"type":1224,"id":1251,"faq_id":1251,"timestamp":1237,"cir_id":1213},"\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_STATEMENTS\">DOWNLOAD ACTIVITY STATEMENTS\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Activity statements are posted to the \u003Ca href=\"https:\u002F\u002Fwww.interactivebrokers.com\u002Fsso\u002Fresolver?action=RM_STATEMENTS\">Client Portal\u003C\u002Fa> under \u003Cstrong>Performance & Reports\u003C\u002Fstrong> menu followed by…\u003C\u002Fp>",{"id":1228,"title":1229,"link":1256,"sourceType":1231},"https:\u002F\u002Fprod.ibkr-web.com\u002Fibconfluence\u002Fpages\u002Fviewpage.action?pageId=117395117","access-activity-statements-before-account-117395117",{"request_context":1210,"type":1259,"id":1204,"faq_id":1204,"timestamp":1212,"cir_id":1213},"FAQ_CONTENT","obtain-tax-statements-closed-account-28217139"]