You can view and download your trade confirmations and account statements from the 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 you to view or download. Account Statements are generated monthly and are made available within the first week of the following month. Confirmations and Account Statements are made available as a PDF.
*Please Note: Statements are issued quarterly if there is no account activity (for example, placing a trade or receiving a dividend payment).
Locating Trade Confirmations or Account Statements
Log in at tastyworks.com>My Accounts>Confirmations or Statements
- Log into your account at tastyworks.com.
- Mouseover to My Accounts. A drop-down menu will appear below.
- Click "CONFIRMATIONS" or "STATEMENTS" (or use the shortcuts linked)
- 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", which is located immediately to the right of "Current Account":