Transaction History

Instructions

The Transaction History section provides access to a complete view of all your account transactions in one convenient location. This page allows you to quickly view, search, and filter your transaction history. This enhanced page shows all transaction types, including trades, dividends, and transfers, making it easier to track your account activity.

To access this page, please follow the steps outlined below.

  1. Click Performance & Reports followed by Transaction History

    • Alternatively, click Menu in the top left corner > Reporting > Transaction History

    The Transaction History in portal.

  2. Select a time period. Choose between:

    • 7D - 7 Days

    • MTD - Month to Date

    • 1M - 1 Month

    • YTD - Year to Date

    • 1Y - 1 Year

    • Custom - Custom Date Range

  3. Add or remove table columns by selecting the configure wheel icon.

    The Transaction History configure table columns in portal.

  4. Click the filter icon to filter the page by Transaction Type or Symbol.

 

Additional Resources

Learn About Reporting in Client Portal at IBKR Campus

Learn About Reporting in Advisor Portal at IBKR Campus

Learn About Reporting in Broker Portal at IBKR Campus

Visit the IBKR Client Portal Website

Visit the IBKR Advisor Portal Website

Visit the IBKR Broker Portal Website