Finding your reports and statements

You can access custom account activity reports and account statements within your Robinhood account settings.

Check out How to access your tax documents to find your annual tax forms in the tax center.

Account activity reports

You can create a custom account activity report with the following steps. These reports include all your transactions within your brokerage and retirement accounts and are downloadable as CSV files.

Select Account activity report
Select Generate new report
In Customize your report, select the account type, the start date, and the end date for the report, and then select Generate report
Most reports take 2 hours to generate, but may take up to 24 hours. We’ll notify you when it’s ready to download in Reports.

Keep in mind

Your futures, crypto, and spending account activity aren't included in these reports.

Account statements

You can view or download an account statement with the following steps.

Select Account
Select Menu (3 bars) or on the web, skip to the next step
Go to Reports and statements → Monthly statements
Select the type of account you have with us
View or download the PDF for a specific month’s statement, which is available within the first 2 weeks of the following month

Trade confirmations

You can access your trade confirmations for orders you execute with the following steps.

Select Account
Select Menu (3 bars) or on the web, skip to the next step
Select History
Select a specific trade to review its details

Realized gain/loss report

You can request a new gains/losses report through chat support.

To get started, contact support and start a new chat
Type in “I need a realized gain/loss report” or simply “gain/loss report”
Specify which account and what year you’d like a report for

You can request a CSV of your report and the chatbot will provide a link to it.

Quarterly account statements

Note

We’re gradually rolling out quarterly statements.

You’ll receive a quarterly statement if your account has no activity. If you don’t have monthly activity, you’ll receive a quarterly statement at the end of the quarter instead of a monthly statement. Until quarterly statements are fully rolled out, you may still receive monthly statements.

Quarterly statements are available in-app under the same Reports and statements section as monthly statements.

FAQs

Can I opt back into monthly statements?

Statements are automated based on account activity. If your account has no transaction activity during a calendar month, it defaults to a quarterly statement. Note that this can’t be manually changed.

What’s included in transaction activity?

Transaction activity includes any customer-initiated or automated financial movement on your account, such as:

Buying or selling stocks, ETFs, or crypto
Depositing, withdrawing, or transferring funds
Automatic dividend reinvestments (DRIP)

Standard market fluctuations, price alerts, or simply logging into your app don’t count as transaction activity.

If I make one trade, do I go back to monthly permanently or just for that quarter?

Just for that month. Statement delivery is evaluated on a month-to-month basis. This means:

Making a trade will trigger a monthly statement for that specific month
If you have no activity the following month, you’ll shift back to the quarterly schedule

Why am I getting a statement if my account is closed?

Even if your account is closed, you’ll receive a final statement at the end of the quarter to capture any trailing activity (like tax adjustments or residual interest payouts) before the account is fully closed.

Why is this change happening?

Sending statements only when activity occurs helps you track important financial changes without sorting through empty documents for inactive months.

Disclosures

Robinhood does not provide tax advice. For specific questions, consult a tax professional.

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Still have questions? Contact Robinhood Support