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Third-Party Downloads
On the Reports > Statements screen, you can download statements into any one of the following software:
- Microsoft Word
- Microsoft Money
- Quicken
- Tradelog
- GainsKeeper
- Captools (Legacy)
In addition, the following downloads are available upon request:
- Daily Captools Downloads - Daily Captools downloads are available for customers upon request. Send your request to enable Captools downloads to reportingintegration@interactivebrokers.com. Note that Captools downloads are not available to Non-Disclosed Broker Clients. If you request Daily Captools Downloads, the Activity Downloads page will contain an additional section for Daily Captools Downloads.
- Daily PortfolioCenter®/MorningstarDownloads for Advisors (for advisor accounts only).
PortfolioCenter is a product of Schwab Performance Technologies, a subsidiary of The Charles Schwab Corporation.
If you are downloading your statements for use in a proprietary program that requires a set format, use Activity Flex Queries instead of Activity Downloads.
To download statements to third-party software
- Click Reports > Statements.
- If you manage or maintain multiple accounts, the Account Selector opens. Search for and select an account.
The Statements screen opens.
- In the Run a Statement panel, select Third-Party Downloads as the Statement Type.
- Select the Period and Date using the drop-downs provided.
- Select the third-party software from the Format drop-down.
- Click Run Statement.
- Open the generated report with the appropriate application, or download the report to your computer.