How do I access my trading statements?

Sign into your account to download your statements.

You will be presented the option to download your statement after you execute a trade. You can also download them at any time through your account.

How to access all of our your trading statements:

  1. Sign in to your Unchained account.
  2. Click Account settings in the lower-left side of your screen and select Documents.
  3. Click the cloud-shaped download button to download a PDF copy of that statement.
  4. You can also click Download as CSV to download multiple statements in a CSV format.
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  5. Select the parameters to generate the CSV file:
    • Choose a specific vault or loan. You can also select All vaults or All vaults and loans.
    • Choose whether to show Buys only, Sells only, or All trades.
    • Pick a year to filter activity or choose All years.

How to download trading statements directly from your vault page:

  1. Sign in to your Unchained account.
  2. Navigate to your vault and scroll down to the Vault tools section.
  3. Click View next to Trading activity.
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  4. Select the parameters to generate the CSV file:
    • Your vault will be automatically selected.
    • Choose whether to show Buys only, Sells only, or All trades.
    • Pick a year to filter activity or choose All years.


How to download statements using the Unchained app:

  1. Sign in to the Unchained iOS app on your iPhone or iPad.
  2. Click the "Profile" icon in the upper-left corner.
  3. Select Statements.


Note: Trading statements for an Unchained IRA are not able to be downloaded into a CSV file at this time.