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Trading account statements contain the following information:

• Account holder details (name and address)
• Account summary
• Portfolio breakdown
• Transactions

Profit & Loss statements contain the following information:

• Account holder details (name and address)
• Account number
• Selected period
• Realised return
• Dividends summary

To get the statement type described above:

1. Go to 'Invest' on the bottom menu
2. Tap 'More(…)' and select 'Documents'
3. Choose 'Stocks' and select 'Account' or 'Profit & Loss' statement

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

To get the Cost & Charges report:

1. Go to 'Invest'​ on the bottom menu
2. Tap 'More(...)' and select 'Documents''
3. Choose 'Stocks' and select 'Cost & Charges Report'

You can also get a statement directly from DriveWealth:

1. Log into the DriveWealth client portal with your DW Account ID, last 4 digits of your SSN, and date of birth
2. From there, request a one-time passcode, and tap 'Statements' on the landing page, or on the navigation panel to the left
3. Select your date, tap 'Search', and download the statement