Interactive Brokers Reports

Interactive Brokers offers many different reports and delivery settings. Here is a quick guide on how to modify some settings. If you would like more details you can visit their website.

Mailed Quarterly Statements

You should receive quarterly statements in the mail for your accounts. At this time there is no way to change that, but you may update your mailing address if needed using the following steps on a computer.

  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. Then you can change your mailing address and any other pertinent information.
  4. You will need to do this for each profile if there is more than one. Also, you will need to do this for each login you have.

Daily/Monthly Activity Statements

By default you will get emails alerting you that a new daily or monthly activity statement is available when you login. However, you can modify settings to email some statements as attachments or turn off the alerts.

  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. 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.