Reporting

Instructions

From the User Settings page you can configure delivery settings for the following reports:

  • Statements Delivery
  • Flex Queries Delivery
  1. Select Settings > User Settings.

  2. In the Reporting section, click the configure icon next to Statements Delivery.

    The statements delivery panel

  3. Click the configure icon to edit the settings.
  4. Choose an option from Daily Activity Statement:
    • Email
    • Email with Attachment
    • Message Center
    • Disable
  5. Choose an option from Monthly Activity Statement:
    • Email
    • Email with Attachment
    • Message Center
  6. Choose an option for Daily Trade Report:
    • Email with Attachment
    • Disable
  7. Click Continue and then OK.
  1. Select Settings > User Settings.

  2. In the Reporting section, click the configure icon next to Flex Queries Delivery.

    The flex queries delivery panel.

  3. Click the configure icon to edit the settings.

    4. The flex queries delivery settings panel

  4. For Delivery Method, choose Email or FTP.
  5. For Encryption, click Yes or No.
  6. Click Continue.

 

Additional Resources

Visit the IBKR Compliance Portal Website