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How do I download my monthly statement?

You can generate an activity statement which contains information about account activity including positions, cash balances and transactions for your account.

        1. Log in to Client Portal and go to Reports > Statements.
        2. Select Default Statement Type as “Activity” and set your preferred time period.
        3. Select the “Format” as “PDF” and language of your choice from the available options and click “Run Statement”.

You can save the PDF file or print it directly.

Jason Toledo

Jason brings more than 15 years of experience in online trading. Prior to starting ToledoTrade in 2019, Jason held senior and executive level positions at Scottrade, OptionsHouse and Zacks Trade. Jason is passionate about educating self-directed traders and is a leader and expert in the online trading industry.