Here are the instructions to create tailored Interactive Brokers statements delivered to your email.
An investor in today’s world is likely to check how your securities are doing on your mobile phone application.
An old school investor like myself thought that I would just need a desktop login to a web application. However, the financial companies who keep up with the times better cultivated us to appreciate mobile assess.
Yet, some of us would prefer to have an electronic report.
An electronic report of our holdings and our transactions would allow us to snapshot and create a diary of our decisions.
Why do we need to create customized Interactive Brokers reports that send to your email?
Recently, a colleague of mine seek my help on how to create a report that contains only his monthly trade transactions.
For some of us who work in financial firms, we need to disclose...