Where is my Account Statement?
Click on Settings, then click on Account (or just go to this link).
Under Documents, click ‘View’ next to Account Statement.
Choose a time frame, and click on ‘Create’ to generate your account statement.
At the top of the screen, you can click the tabs to go to the different sections of the account statement:
- Closed Positions - shows details of all closed manual and copied trades
- Account Activity - shows details of all transactions (deposits, withdrawals, positions opened and closed, fees, dividends, etc.).
- Financial Summary - shows a summary of your profit/loss, fees and commissions that you can use to calculate the taxable income that you may need to include in your tax return
You can save your account statement as a PDF or Excel file by clicking on the relevant icon:
