{"id":1747,"date":"2022-10-19T13:24:43","date_gmt":"2022-10-19T07:54:43","guid":{"rendered":"http:\/\/jamawealth.com\/blog\/?page_id=1747"},"modified":"2022-10-19T13:24:43","modified_gmt":"2022-10-19T07:54:43","slug":"how-to-download-tradebook-activity-statement-from-interactive-brokers","status":"publish","type":"page","link":"https:\/\/maxiomwealth.com\/blog\/how-to-download-tradebook-activity-statement-from-interactive-brokers\/","title":{"rendered":"How to Download Tradebook (Activity Statement) from Interactive Brokers"},"content":{"rendered":"\n<p>To download Activity Statement follow the below steps, which contains information about account activity including positions, cash balances and transactions for your account:<\/p>\n\n\n\n<p><strong>Step 1: <\/strong>Log into&nbsp;<strong><a href=\"https:\/\/www.interactivebrokers.co.in\/sso\/resolver?action=ACCT_MGMT_MAIN\">Client Porta<\/a><a rel=\"noreferrer noopener\" href=\"https:\/\/www.interactivebrokers.co.in\/sso\/resolver?action=ACCT_MGMT_MAIN\" target=\"_blank\">l<\/a><\/strong><\/p>\n\n\n\n<p><strong>Step 2:<\/strong> Click&nbsp;<strong>Reports<\/strong>&nbsp;followed by&nbsp;<strong>Statements<\/strong><\/p>\n\n\n\n<p><strong>Step 3:<\/strong> Select Default Statement type&nbsp;<strong>Activity<\/strong>&nbsp;and set your preferred Period<\/p>\n\n\n\n<p><strong>Step 4:<\/strong> Select Format&nbsp;<strong>CSV<\/strong>&nbsp;and the Language of your choice and click&nbsp;<strong>RUN<\/strong> to download<\/p>\n\n\n\n<p><strong>Step 5: <\/strong>Email this file with your PAN number, the broker name and unique number in the first line or subject of the email to upload@jama.co.in cc help@jama.co.in<\/p>\n","protected":false},"excerpt":{"rendered":"<p>To download Activity Statement follow the below steps, which contains information about account activity including positions, cash balances and transactions for your account: Step 1: Log into&nbsp;Client Portal Step 2: Click&nbsp;Reports&nbsp;followed by&nbsp;Statements Step 3: Select Default Statement type&nbsp;Activity&nbsp;and set your preferred Period Step 4: Select Format&nbsp;CSV&nbsp;and the Language of your choice and click&nbsp;RUN to download&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/blog\/how-to-download-tradebook-activity-statement-from-interactive-brokers\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">How to Download Tradebook (Activity Statement) from Interactive Brokers<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"tags":[],"class_list":["post-1747","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1747","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/comments?post=1747"}],"version-history":[{"count":0,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/pages\/1747\/revisions"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/media?parent=1747"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/blog\/wp-json\/wp\/v2\/tags?post=1747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}