All reports, including Activity Statements, Trade Confirmations and Flex Queries, are available from the Reports menu in Account Management.
Whenever there is activity in your account, IB notifies you via email that a new daily Activity Statement is available. IB also notifies you whenever a new monthly Activity Statement is available, regardless of activity. You can set your notification and delivery preferences for Activity Statements, Daily Trade Reports and saved Activity and Trade Confirmation Flex Queries on the Delivery Settings page in Account Management.
By default, we notify you via email when a new daily and monthly Activity Statement is available, but we do not notify you when there is a Trade Confirmation report available. You can set the default notification method for daily and monthly Activity Statements and for Daily Trade Reports in the Notification Settings section of the Delivery Settings page in Account Management.
Select one of the following notification methods for daily and monthly Activity Statements and Daily Trade Reports:
On the Delivery Settings page in Account Management, you also specify your preferred method of delivery for any customized Activity Statements and Flex Queries that you have saved. If you don't have any saved customized statements or Flex Queries, you won't be able to set your delivery preferences for those types of reports. Note that these settings are different from the default notification settings for daily and monthly statements and Trade Confirmation reports.
When you create customized statements on the Activity Statements page, you must also specify the Account ID, activity period (daily or monthly) and delivery format (HTML/WEB or PDF) to see those statements listed on the Delivery Settings page. The default delivery settings for customized statements are:
On the Delivery Settings page, report settings are grouped by report type: there is a section for saved customized Activity Statements, a section for saved Activity Flex Queries and a section for saved Trade Confirmation Flex Queries. First you select your preferred method of delivery for each type of report and optionally enable encryption, then you enable delivery for each individual saved customized statement or saved Flex Query.
Select one of the following delivery methods for saved statements and Flex Queries:
Activity and Trade Confirmations Flex Query output can be encrypted by selecting the Encryption check box. This option is disabled by default. To enable it and encrypt your Activity and/or Trade Confirmations Flex query output, contact your IB Sales Representative. You will be asked to provide a PGP public key for encryption.
Broker Masters with Non-Disclosed Clients can specify the delivery settings for their clients' statements:
You can also enable SMS (Short Message Service) alerts to receive notifications on your mobile telephone. This option is only available if you have set up a valid SMS address on the Alert Notification page in the Trading menu.
This section of the Delivery Settings page displays the email address on record for the user. Different users can have different delivery settings. All notifications and email deliveries of statements and Flex Queries are sent to this email address.