Quarterly Statement Delivery Audit

Instructions

View information pertaining to client mailed quarterly statements. To do so, please take the steps outlined below.

  1. Click Performance & Reports > Advisor Reports > Quarterly Statement Delivery Audit.
    • Alternatively, click Menu in the top left corner Reporting > Advisor Report
  2. Select the advisor account from the Account Selector.
  3. Select the blue Run arrow icon to the right of Quarterly Statement Delivery Audit
  4. On the Quarterly Statement Delivery Audit pop-up, make the following selections:
    • Date: select the year and quarter
    • Format: select CSV

  5. Click Run to generate the report.

    Image of the quarterly statement delivery audit panel in advisor portal.

 

Additional Resources

Learn About Reporting in Advisor Portal at IBKR Campus

Visit the IBKR Advisor Portal Website

Log in to Advisor Reports