You can view and download your trade confirmations and monthly account statements by logging in to your account at tastyworks.com. After signing in, navigate to My Accounts, and select Confirmations or Statements.
Trade confirmations are generated the next day after placing a trade and are available for download. However, futures confirmations (tastyworks daily statement) are also directly emailed to you from our futures commissions merchant (FCM), StoneX.
Account Statements are generated monthly and are available within the first week, generally by the 5th-7th of the following month. Confirmations and Account Statements are made available as a PDF.
Also, when there is no account activity, then Statements are issued quarterly.
Where are my trade confirmations and accounts statements?
To locate your trade confirmations and monthly account statements, log in to your account at tastyworks.com. Then, go to My Accounts>Confirmations or Statements
- Log in to your account at tastyworks.com.
- Mouseover to My Accounts. A menu will appear below.
- Click CONFIRMATIONS or STATEMENTS.
- After your statements or confirmations have loaded, click the red PDF icon under the File column to view your desired e-document.
- If you have multiple accounts, you can access e-documents for other accounts by clicking MORE, located immediately to the right of Current Account: