Encryption is available by request only and applies to both email and sFTP delivery. You must first create your own PGP Key and provide your Public PGP Key to IBKR Client Services to enable statement encryption.
Once encryption is enabled on your account, you must first create a custom PortfolioAnalyst report in CSV or PDF format to receive encrypted reports via FTP:
- Log in to Client Portal
- Click the Performance & Reports menu followed by Reports under PortfolioAnalyst
- Click the Create (+) icon next to Custom Reports
- Once the window opens, fill out the fields provided
- Select Time Period (Custom, Calendar Year, Previous Month, Previous Quarter, Month to Date, Year to Date or Since Inception)
- Select Frequency (Daily, Monthly, Quarterly)
- Select CSV or PDF as Format
- Select Performance Measure (Money Weighted Return or Time Weighted Return)
- Choose Report Pages (multiply pages are allowed to be selected)
- Click Continue
- Review your new statement and click Create
- Click OK on the confirmation window and verify your statement is in the list.
Additional Information
- Create a New Custom Reports in the PortfolioAnalyst Users' Guide.