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Delivery Settings for Activity Statements and Trade Reports

The Delivery Settings page lets you set up email delivery for daily and/or monthly Activity Statements and any Activity or Trade Confirmation Flex queries you have created for your linked employees with Interactive Brokers accounts. You will only see Activity Statement Flex and/or Trade Confirmation Flex sections of the page if you have created Flex queries.

1. Click Reports > Settings > Activity Statements & Trade Reports.
   
   All saved daily and monthly activity statements, and saved activity and trade confirmation flex queries are listed on the page.
   
   Note that if you have not created any flex queries, the Activity Statements Flex and/or Trade Confirmation Flex sections do not appear.

2. In the Daily and/or Monthly Activity Statement Delivery section:

• Select either Email or FTP as the delivery mode.
• Click the Encryption check box to encrypt your statements. You must request FTP delivery and Encryption to enable those options. Contact your IB Sales Representative to make these requests.
• For each statement listed, click the Enable Delivery check box to enable delivery using the selected delivery mode..
  
  Note that this section only appears if you have specified delivery settings in the customized statement on the Activity Statements page.

3. In the Employee Statement Notification section, click the check box if you want to be notified when an employee statement is available.

For more information

• Users' Guide