How can I request to receive encrypted daily statements via email?

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 by copying and pasting it in a ticket to enable statement encryption. When creating the ticket to send to Client Services, select Activity & Tax Statements as the category and How to Locate/Download a statement as the ticket topic.

Once encryption is enabled on your account, you must first create the custom statement you wish to have emailed to you in order to request encrypted daily statements via email:

1. Log in to Client Portal.
2. Click Performance & Reports followed by Statements.
3. Click the Create (+) icon next to Custom Statements.
4. Once the window opens, fill out the fields provided and click Continue.
5. Review your new statement and click Create.
6. Click OK on the confirmation window and verify your statement is in the list.

Now, to set up daily encrypted delivery:

1. Click Performance & Reports followed by Statements.
2. Click the Configure (gear) icon next to Statements Delivery.
3. Click the Configure (gear) icon next to Daily Custom Statements Delivery to configure your delivery.
4. Choose Email as the Delivery Method and click Yes next to Encryption.
5. Click Continue to save your changes. 

Additional Information

• Delivered Statements in our Client Portal Users' Guide.