Trade confirmations document the details of the trades executed in your account on a given day. This article explains how to find, filter, view, and download your trade confirmations.
Where to find trade confirmations
- From your account’s home page, open the Docs & statements menu.
- Tap Trade confirmations.
You’ll see a list of dates on which trades were confirmed for your account, sorted with the most recent date at the top. Trade confirmations are organized by day — if there were no trades confirmed on a given day, that day won’t appear in the list.
Note You'll also receive an email notification when a new trade confirmation is available. These emails are sent from notifications@investordelivery.com. If you don't see them, check your spam or junk folder, and add this address to your contacts so future notifications reach your inbox. |
Filtering by date
At the top of the list is a Date range filter, which defaults to All dates. Tap it to open a selection menu with the following options:
- This month
- Past 3 months
- Past 6 months
- Past year
- Custom range
If you choose Custom range, you’ll be asked to enter a start date and an end date. The OK button only becomes active once both fields are filled in. Once you confirm, the filter will display the range you selected (for example, 01/15/2022-01/30/2025). If you choose one of the preset options instead, the filter will display that option’s name (for example, This month).
Viewing a trade confirmation
Tap any date in the list to open the trade confirmation for that day. It will load as a PDF directly in the app.
Downloading or sharing a trade confirmation
While viewing a trade confirmation, tap the download button at the top of the page to download or share the PDF.