Where Does Interactive Brokers Store Statements?
IBKR Mobile keeps watchlists and settings in the app with statements in Document Center. Trades and positions live server-side under your account.
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IBKR Mobile is a terminal into server-side accounts. Positions, cash, orders, and history all live at Interactive Brokers, reachable from any signed-in device. The phone holds watchlists, layouts, alert rules, and cached quotes.
Statements are the file story: monthly activity, confirms, and tax forms generate in Document Center as PDFs. Pull them per period for records; the app never stores years locally. Two-factor login complicates new-phone moves, so migrate the authenticator before wiping the old device.
Where Interactive Brokers stores this, by platform
IBKR Mobile app > Menu > Statements (account documents)
Watchlists sync via login; statements generate as PDFs in Document Center. Positions never live on-device. Migrate two-factor auth before wiping old phones.
IBKR Mobile app > Menu > Statements (account documents)
Same server-side model as Android. Download PDFs per period from Document Center or the web Client Portal for archiving.
Frequently asked questions
Where are IBKR statements?
Open the menu and find statements or documents for monthly activity, trade confirms, and tax forms. Download PDFs per period; email delivery options exist for regular reports. The web Client Portal mirrors everything for desktop archiving.
Do watchlists transfer to a new phone?
Yes for watchlists, layouts, and alerts on login. Order presets and hotkeys follow the login too. Reinstalls lose nothing durable since positions and cash never lived on the phone.
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