Download statements from IBKR

How to download your IBKR statements and set up automatic monthly or daily delivery.

Updated 16 June 2026

From the IBKR Client Portal you can download an activity statement for any date range as a PDF, and optionally configure daily or monthly statements to be sent automatically to your email.

1. Navigate to Statements

After logging in, click Performance & Reports in the top navigation bar, then select Statements.

IBKR Client Portal navigation bar showing Portfolio, Transfer, Performance & Reports, Market Overview, Research — Click Performance & Reports in the top navigation bar.

Performance & Reports dropdown menu open, showing PortfolioAnalyst, Statements, Flex Queries, Other Reports, Tax Documents, Third-Party Reports, Transaction History — Select Statements from the Performance & Reports dropdown.

2. View the Statements page

You will land on the Statements page. On the left you can download a statement directly; on the right, under Statements Delivery, you can configure automatic email delivery of your monthly or daily statements.

Statements page showing Default Statements list on the left and Statements Delivery panel on the right with Daily Activity Statement and Monthly Activity Statement options — The Statements page: download on the left, configure automatic delivery on the right.

3. Click Activity Statement

Under Default Statements, click the arrow next to Activity Statement.

Default Statements list showing Activity Statement, MTM Summary, Realized Summary, Commodities Regulatory, Trade Confirmation, and Mailed Statement, each with an arrow icon — Click the arrow next to Activity Statement to open the download options.

4. Choose your date range and download

In the Activity Statement panel, choose the Period (Daily, Custom Date Range, Monthly, Month to Date, or Year to Date) and set your desired date. Then click Download PDF.

Activity Statement modal with Period dropdown open showing Daily, Custom Date Range, Monthly, Month to Date, Year to Date options, and Download PDF, Download CSV, Download HTML, and View Statement buttons at the bottom — Select the period and date, then click Download PDF.

Set up automatic delivery (optional)

IBKR can automatically email your daily or monthly activity statements. To configure this, return to the Statements page.

1. Open Statements Delivery

On the right side of the Statements page, locate the Statements Delivery panel and click Configure.

Statements Delivery panel showing Configure button, Daily Activity Statement, and Monthly Activity Statement — Click Configure in the Statements Delivery panel.

2. Open the Default Statements Delivery settings

You will be taken to the Statements Delivery page. In the Default Statements Delivery section, click the Configure button to customise your delivery preferences.

Statements Delivery page showing Default Statements Delivery section with Daily Activity Statement, Monthly Activity Statement, and Daily Trade Report rows, each showing their current delivery method — Click Configure in the Default Statements Delivery section.

3. Set your delivery preferences and continue

For each statement type — Daily Activity Statement, Monthly Activity Statement, and Daily Trade Report — choose your preferred delivery method from the dropdown: Email with Attachment, Email, Message Center, or Disable. Click Continue when done.

Default Statements Delivery settings page with delivery method dropdowns for Daily Activity Statement, Monthly Activity Statement, and Daily Trade Report. Dropdown open showing Choose One, Email with Attachment, Email, Message Center, Disable. — Choose a delivery method for each statement type, then click Continue.