Third-Party Downloads
You may download statements into any one of the following software:
- Quicken Web Connect
- GainsKeeper
- Tradelog
- Microsoft Money
- Portfolio Center / Morningstar
- Captools (Legacy)
- Plaid
In addition, the following downloads are available upon request:
- Daily Captools Downloads - Daily Captools downloads are available for clients upon request. Send your request to enable Captools downloads to reportingintegration@interactivebrokers.com. If you request Daily Captools Downloads, the Activity Downloads page will contain an additional section for Daily Captools Downloads.
- Daily PortfolioCenter®/MorningstarDownloads for Advisors (for advisor accounts only).
PortfolioCenter is a product of Schwab Performance Technologies, a subsidiary of The Charles Schwab Corporation.
If you are downloading your statements for use in a proprietary program that requires a set format, use Activity Flex Queries instead of Activity Downloads.
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Click Performance & Reports > Statements.
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Alternatively, click Menu in the top left corner > Reporting > Statements
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If you manage or maintain multiple accounts, the Account Selector opens. Search for and select an account.
The Statements screen opens.
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On the right hand side of the page you will see Third Party Downloads. Select the blue Run arrow icon to the right of the third-party.
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Select the Period and Date using the drop-downs provided.
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Click Run.
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Open the generated report with the appropriate application, or download the report to your computer.