How can I download trading statements and reports?
Trading account statements
Trading account statements contain:
- Account holder details (name and address)
- Account summary
- Portfolio breakdown
- Transactions
Profit & loss statements
Profit & loss statements contain the following information:
- Account holder details (name and address)
- Account number
- Selected period
- Realized return
- Dividends summary
Download these statements
To download either of the above statements:
- Go to 'Invest' on the bottom menu
- Tap 'More(…)' and select 'Documents'
- Choose 'Stocks' and select Account or Profit & Loss statement
Costs & charges reports
Costs & charges reports contain the following information:
- Account holder details (name and address)
- Account value
- Account name
- Account number
- Cost and charges related to investment services
- Costs and charges related to financial instruments
Download a cost & charges report
- Go to Invest on the bottom menu
- Tap 'More(...)' and select 'Documents''
- Choose 'Stocks' and select 'Cost & Charges Report'
Get a statement directly from DriveWealth
- Log into the DriveWealth client portal with your DW Account ID, last 4 digits of your SSN, and date of birth
- From there, request a one-time passcode, and tap 'Statements' on the landing page, or on the navigation panel to the left
- Select your date, tap 'Search', and download the statement