IBKR

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How to get your IBKR history file

Use these steps to download your complete transaction history. Make sure the export covers your full account history as far back as the broker allows.

  1. Open the guide section called "Set Up and Run a Statement with Additional Options".
  2. Choose "Activity Statement" as the report type.
  3. Set the statement period to your full IBKR account history.
  4. Choose "CSV" as the file format.
  5. Download the statement and email us the full-history CSV.