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Customized Activity Statements

For those who require a simpler statement format, IBKR allows you to create and save customized statement. These customized statements allow you to include or exclude specific statement sections as well as set a variety of additional statement options.

You create customized activity statements on the Activity Statements page in the Advisor Portal.

For more information

For more information on how to create a customized activity statement, see Create a Custom Statement in the Account Management Users' Guide.