Statements and Reports - Release Notes 2020

2020



December 2020

Bond interest accruals are now included in the interest accrual balance.



July 2020

The OSI symbol is now displayed for options in the Activty Statements.



May 2020

Activity Flex Query Enhancement By day breakouts are now included in the custom flex query activity report.



April 2020

Bulk Tax Form Download
Advisors and Brokers now have the ability to download the tax forms and reports for all of their clients at once.



January 2020

For US Securities, ISIN will be added as the default Security ID. CUSIP will still be supported in the Flex Query tool.




The risk of loss in online trading of stocks, options, futures, currencies, foreign equities, and fixed income can be substantial. Options are not suitable for all investors. For more information, read the "Characteristics and Risks of Standardized Options".

Your capital is at risk and your losses may exceed the value of your original investment.

Interactive Brokers (U.K.) Limited is authorised and regulated by the Financial Conduct Authority. FCA Reference Number 208159.

Cryptoassets are unregulated in the UK. Interactive Brokers (U.K) Limited ("IBUK") is registered with the Financial Conduct Authority as a cryptoassets firm under the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017.

Interactive Brokers LLC is regulated by the US SEC and CFTC and is a member of the SIPC (www.sipc.org) compensation scheme;
products are only covered by the UK FSCS in limited circumstances.

Before trading, customers must read the relevant risk disclosure statements on our Warnings and Disclaimers page.

For a list of IBG memberships worldwide, see our exchange listings.