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How to Download Tradebook (Activity Statement) from Interactive Brokers

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To download Activity Statement follow the below steps, which contains information about account activity including positions, cash balances and transactions for your account:

Step 1: Log into Client Portal

Step 2: Click Reports followed by Statements

Step 3: Select Default Statement type Activity and set your preferred Period

Step 4: Select Format CSV and the Language of your choice and click RUN to download

Step 5: Email this file with your PAN number, the broker name and unique number in the first line or subject of the email to upload@jama.co.in cc help@jama.co.in