We will send you essential account activity docs automatically via email. There are also some documents you can download directly from the app. Here's the full list:
Received via email
Monthly statement
It contains important information about opened and closed positions, account value, deposits and withdrawals during a certain month.
Account activity statement
A confirmation of the recently executed trades in your account in PDF format.
Download from the app
Confirmation of holdings
A list of all opened positions in the account.
Costs & charges report
Breakdown of all fees and charges that you paid. You can generate it on a yearly basis.
Annual statement
Breakdown of your full trading activity during a tax year. You can use this document when you file your tax return.
Card statements
Confirmation of the transactions executed with your 212 card.
Here's how you can download these documents:
- Go to Menu
- Scroll down to Documents
- Swipe across the different document types.
- Choose the document you want to generate and download
Received from our team
Contact us if you need one of these documents:
Transaction statement
Confirmation of all your deposits and withdrawals.
Account confirmation letter
General information about your Trading 212 account.
We can't make changes in the format of any of the documents.