📖 How to get your statement

1

Log in to Client Portal at IBKR

2

Go to Performance & Reports → Statements

3

Select Activity statement type

4

Choose period: Annual for the tax year

5

Select format: CSV

💡 Tip: CSV format is structured data that's easy to parse accurately.

📄 Upload Statement

Drag & drop your CSV statement here, or

Processing your statement...

Upload a CSV statement to see your investment summary