Where can I find Annual Trading Summaries?

To download your Annual Trading Summary in CSV format when you're signed in to your account online:

  1. From your Accounts page, select your brokerage account
  2. Go to Transaction History and select Trading Summary from dropdown menu
  3. Select the time period
  4. Select the floppy disc icon and follow the instructions

Your Annnual Trading Summary file is only available for non-registered accounts.

Last updated February 4, 2022