Post #294 by mungofitch on the US Policy board

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I do have an IBKR account but I find the site exceedingly difficult to use. The website is complex and confusing (try something simple like finding a "monthly statement", something every other of the dozens of financial institution I've dealt with generated for me).

I agree that IB is aimed at the power user (and the TWS program is unbelievably daunting at first), but actually a bit surprised that you found difficulty for that task.

In case it is any help:

* After logging in to the web site, select "Performance and reports" tab at the top, and "Statements" from the pop up menu it gives you.
* Click on "Activity"
* pick "Monthly" from the pull down menu in the form that pops up, the first item.
* If you want a month other than the most recently completed one, specify the month in the second "Date" box.

That gives you a choice of formats. I usually click on "download PDF"

Jim

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