You get two ways to keep track of your investments in CUSP:
Monthly statements — These are your official records, created by our brokerage partner Alpaca Securities LLC. Each statement includes your portfolio balance, all trades, deposits, withdrawals, dividends, and any fees. They are issued once a month in PDF format and meet regulatory requirements.
Transaction history in the app — For day-to-day tracking, you can view all of your activity (deposits, withdrawals, and trades) directly inside the CUSP app. This gives you real-time visibility between your monthly statements.
Important to know
Monthly statements are your official documents for record-keeping and compliance.
The in-app transaction history is there for convenience and daily tracking.
Together, they ensure you always know exactly what’s happening in your account.