How can I see my mailing address in the Activity Statements?

CREATE CUSTOM ACTIVITY STATEMENTS

A client can now add their mailing address to their Activity Statement through a Custom Statement. Once added the mailing address will display under the Account Information section of the custom statement. To create a Custom Statement with your mailing address please use the link above or following the below steps.

1. Log into Client Portal.
2. Click Performance & Reports followed by Statements under Reports.
3. In the Custom Statements panel, click the Create "+" icon on the right-hand side.
4. Enter a statement name.
5. Configure the fields as desired.
6. Under Section Configuration find Display Mailing Address in Account Information Section? and select Yes.
7. Click Continue.
8. Click Create and OK.

Note

• The "Display Mailing Address in Account Information Section?" setting will not alter the behavior for accounts that are required to include address on statement.
• We currently include the Mailing Address in the statement for: 
  • Hong Kong legal residents
  • Broker clients of Hong Kong legal resident master
  • IB-AU clients
  • IB-SG clients

Additional Information

• Create a Custom Statement in the Client Portal Users' Guide.