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:
- Sign in to your Unchained account.
- Click Account settings in the left side of your screen and select Documents.
- Click the cloud-shaped download button to download a PDF copy of that statement.
- You can also click Download as CSV to download multiple statements in a CSV format.
- 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.
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- Pick a year to filter activity or choose All years.
- Pick a year to filter activity or choose All years.
How to download trading statements directly from your vault page:
- Sign in to your Unchained account.
- Navigate to your vault and scroll down to the Vault tools section.
- Click View next to Trading activity.
- 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:
- Sign in to the Unchained iOS app on your iPhone or iPad.
- Click the "Profile" icon in the upper-left corner.
- Select Statements.
Note: Trading statements for an Unchained IRA are not able to be downloaded into a CSV file at this time.