View, Edit, and Delete Statement Templates

Instructions

The Custom Statements screen displays all of your saved custom Activity Statement templates. Custom statements are saved as templates. On the Custom Statements screen, you can:

  • View all of your saved Activity Statement templates.
  • Edit an existing template.
  • Delete an existing template.
  • Create a new Activity Statement template.
  1. Click Performance & Reports > Statements

    • Alternatively, click Menu in the top left corner > Reporting > Statements.

  2. If you manage or maintain multiple accounts, the Account Selector opens. Search for and select an account.

    The Statements screen opens.

  3. In the Custom Statements panel, click the + icon.

    Image of the custom statements panel in portal.

    The Custom Statements screen opens. Custom statement and flex query templates are displayed in their own separate panels.

  4. Each saved custom statement template is displayed on its own expanding and collapsing row. Click the i info icon an individual template to expand it and display all of the details about the statement.
  1. Follow the previous steps.
  2. Click the Edit (pencil) icon for the template. Make changes as required.
  1. Follow the previous steps.
  2. Click the x icon for the template. Once you delete a template, you can no longer run that statement.

 

Additional Resources

Learn About Reporting in Client Portal at IBKR Campus

Visit the IBKR Client Portal Website

Navigate to Statements