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.
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.
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.
Your futures, crypto, and spending account activity aren't included in these reports.
How often you receive a statement for your individual and managed brokerage accounts depends on your transaction activity:
Transaction activity includes trades, deposits, withdrawals, transfers, and automatic dividend reinvestments.
To view or download account statements:
You can view or download the PDF for a monthly or quarterly statement. Whether you receive monthly or quarterly statements, they’re typically available within the first 2 weeks of the month following the end of the statement period.
You can access your trade confirmations for orders you execute with the following steps.
You can request a new gains/losses report through chat support.
You can request a CSV of your report and the chatbot will provide a link to it.
If you had no transaction activity in a month, we don’t send a monthly statement for that month. You’ll get a quarterly statement at the end of the quarter instead. If you had activity and don’t see your monthly statement after 2 weeks, contact support.
No. Your statement frequency is based on your account activity. Any month you have activity, you’ll get a monthly statement. In months with no activity, you’ll get a quarterly statement instead.
Transaction activity includes any customer-initiated or automated financial movement on your account, such as:
Standard market fluctuations, price alerts, or simply logging in to your app don’t count as transaction activity.
No. We send statements at least once per quarter, and monthly when there’s activity. If you have multiple investing accounts at Robinhood, you’ll only receive a monthly statement for the accounts that had activity in that month.
Even if your account is closed, you’ll get a final statement to capture any trailing activity and/or balances (for example, tax adjustments or residual interest payouts).
Quarterly statements, like monthly statements, summarize your account activity. They’re not tax documents, and they’re not related to estimated quarterly tax payments. To find your tax forms, review How to access your tax documents.
Robinhood does not provide tax advice. For specific questions, consult a tax professional.