There are two types of statements available for each account:

  1. Account Statement: Summary of the holdings and activity for the statement period.
  2. 1099: A consolidated tax document containing forms 1099-B, 1099-DIV, 1099-INT and 1099-MISC.

Statements cannot be retrieved for dates further than 13 months in the past.

To view your statements:

1. Select the Menu button then select Information.

2. On the Information screen, select Statements.

3. On the Statements screen, select the statement you which to view.

Additionally, you can request a paper statement mailed to you by emailing Third Party Trade LLC at Please see our fee schedule for this request.

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