Interactive Brokers adds Event Contracts to Activity Statement
Electronic trading major Interactive Brokers has enhanced its Statements and Reports.
- The broker has added Event Contracts to Activity Statement.
- Regarding Advisor Statements, Client Fees statement section will only include trades with non-zero net commissions.
- ActionID field has been added to Activity Flex to allow simple mapping of corporate actions, dividends, dividend accruals, and withholding tax.
- File encryption or secure FTP is now required to receive statements and reports with full account details for enhanced security.
- Also, Carbon Credit Offsets were added to Activity Statement and Activity Flex.
- Advisors can now access the Advisor Income Report. The Advisor Income Report provides a breakdown of advisor fees by fee type, account, and representative.
Interactive Brokers has been regularly updating its solutions. For instance, PortfolioAnalyst now supports custom Time Period and Cumulative Performance Statistic reports. When selecting Time Period and/or Cumulative Performance Statistics you will be asked to Include Long and Short Breakout Yes|No on the next page.