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:
- From your Accounts page, select your brokerage account
- Go to Transaction History and select Trading Summary from dropdown menu
- Select the time period
- 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