What timeframe of activity statements is made available online and how can archived statements be obtained?
Overview:
Daily activity statements for the past 4 years are available online through Client Portal. Monthly activity statements for the past 60 months and annual statements for the past 5 years are also available. Statements are available for an additional 2 years beyond this and are available in electronic format only (delivered via email) at the following cost:
- Statements 6 to 7 years old the cost will be USD 25.00 for the first statement + USD 5.00 for each additional statement
Note: IBKR does not typically provide daily statements in lieu of monthly or annual statements.
Payment may be made in the form of check, or in the case of active accounts a debit to the account cash balance. Requests for archived statements may be made via web ticket and checks are to be mailed to Interactive Brokers, Attn: Funds & Banking, 209 S La Salle St. Suite 1000, Chicago, IL 60604 USA
Background:
IMPORTANT NOTE
Cashier’s Checks, Official Checks, Teller’s Checks and Banker’s checks issued by banks are the recommended forms of payment. Personal checks and checks issued by a credit union or bill payment service are subject to a seven business day hold period, after which the requested statements will be issued.
