What timeframe of activity statements is made available online and how can archived statements be obtained?
Overview:
Daily activity statements are available online through IB via Account Management for the past 250 days, monthly activity statements for the past 26 months and annual statements for the past 3 years. Prior period statements are available in electronic format only (delivered via email) at a cost of USD 100, or equivalent, for the first statement and USD 25 for each additional statement. There is a maximum charge of USD 250. Payment may be made in the form of check, or in the case of active accounts a debit to the account cash balance. Requests for archived statements may be made via web ticket and checks are to be mailed to Interactive Brokers, Attn: Funds & Banking, 209 S La Salle St. Suite 1000, Chicago, IL 60604 USA
Background:
IMPORTANT NOTE
Cashier’s Checks, Official Checks, Teller’s Checks and Banker’s checks issued by banks are the recommended forms of payment. Personal checks and checks issued by a credit union or bill payment service are subject to a seven business day hold period, after which the requested statements will be issued.
