How to Download Your Interactive Brokers Bank Statement (2026)

1

Log in to Interactive Brokers

Go to interactivebrokers.com and sign in with your username and password through the Client Portal. You can also access your statements through the IBKR Mobile app or Trader Workstation (TWS).

Interactive Brokers login page

2

Navigate to Statements

Once logged in to the Client Portal, click on "Performance & Reports" in the top navigation, then select "Statements" from the dropdown. You can also access this through "Reports" then "Activity Statements" to view monthly or daily statements.

3

Select and Download Your Statement

You'll see options for daily, monthly, and annual activity statements. Select the statement period and format you want. Click "View" to preview the statement, then click the PDF icon to download it. Use Ctrl+S (Cmd+S on Mac) to save the PDF file to your computer.

Interactive Brokers statement download

4

Upload to BankParse for Conversion

Now that you have your Interactive Brokers statement PDF, head to BankParse Interactive Brokers Converter and drag-and-drop your file. Your transactions will be extracted instantly into CSV or Excel format — no signup required.

BankParse converter

Interactive Brokers Statement Download FAQs

Log in to your Interactive Brokers online banking account, navigate to Statements & Documents, select the statement period you need, and download it as a PDF. Most banks keep 7+ years of statements available for download.

Yes! Once you have your Interactive Brokers statement downloaded as a PDF, upload it to BankParse and it will instantly extract all transactions into CSV or Excel format. No signup required.

Most Interactive Brokers accounts allow you to download statements going back 7 years or more through online banking. Check your Statements & Documents section for the full archive. BankParse can convert any PDF statement regardless of age.