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How to Export 1099/Trading report history

While we don’t provide guidance on completing tax forms, we support our customers in efficiently managing their tax obligations with detailed trading reports that outline profits and losses. Accessible exclusively via desktop, follow these steps to download your trade report for any timeframe you need:

  1. Visit the “My Accounts” section within your trading account.
  2. Select “View” for the account you want a report from.
  3. Access your “Trade History.”
  4. Specify your date range.
  5. Click “Export Account History.”
  6. Choose your preferred report format.
  7. Opt for CSV, and find your report in the downloads folder.
  8. Select PDF, and instantly receive an email with a download link for your report.

Take control of your trading records effortlessly and stay organized without the need for external platforms.

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