Finding your reports and statements

You can access custom account activity reports and monthly 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.

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.

1. Select Account
2. On the app, select Menu (3 bars) or Settings (gear). If you’re on the web, skip to the next step.
3. Go to Reports and statements → Reports
4. Select Generate new report
5. In Customize your report, select the account type, the start date, and the end date for the report, and then select Generate report
6. 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

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

1. Select Account
2. On the app, select Menu (3 bars) or Settings (gear). If you’re on the web, skip to the next step.
3. Go to Reports and statements → Monthly statements
4. Select the type of account you have with us, including:

• Brokerage
• Retirement
• Crypto
• Spending

5. View or download the PDF for a specific month’s statement, which is available within the first 2 weeks of the following month

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

1. Select Account
2. Select Menu (3 bars) or Settings (gear). If you’re on the web, skip to the next step.
3. Select History
4. Select a specific trade to review its details

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