Reports

  1. View statements and tax documents online
  2. Get statements mailed
  3. Change statement alert and email settings
  4. View performance reports

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View Statements & Tax Docs Online

There are many ways to access statements for your Interactive Brokers accounts managed by Tines Capital. You can also download reports anytime using some of the settings shown in the image below.

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Mailed Quarterly Statements

Once a quarter each client with a balance in their account will receive a statement mailed to their address on record with Interactive Brokers. Tines Capital cannot update your address for you. If you need to change addresses you must follow these steps.

Change Your Address

  1. Login to Interactive Brokers.
  2. Click on the icon of a person in the upper right, then account settings, then the edit icon next to your name as shown here.
  3. If there is more than one login for your household you will need to do this for each login.

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Change statement Alert and Email settings

You can have alerts for statements turned on or off. You can also have statements emailed to you using the instructions below.

  1. Login to Interactive Brokers.
  2. Click on “reports” then click on “statements” as shown here.
  3. Select the gear icon near “Statements Delivery” as shown here.
  4. Keep in mind that you can change which account you are working with by clicking the account selector as shown in this image.
  5. Now you can select if you would like to have statements disabled, alerts by email, message center alerts, or for some statements they can be sent as attachments.

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Download Statements / Tax documents

Interactive Brokers provides many different statements from daily to yearly. To download a report follow these steps.

  1. Login to Interactive Brokers.
  2. Select “reports” then click on “statements” as shown here.
  3. Keep in mind that you can change which account you are working with by clicking the account selector as shown in this image.
  4. Pick the statement you want to download and click the run button.

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Performance REports

You can also download performance reports using the instructions in this video.

No investment returns or avoidance of loss can be guaranteed. Performance reports are provided by the custodian and Tines Capital can make no guarantees of their accuracy. Good or bad performance does not guarantee good or bad future performance.
DISCLAIMER: Tines Capital, LLC is an Investment Advisor registered with the State(s) of Oklahoma. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 612-584-1417 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from TC with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.tinescapital.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.