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Interactive Brokers Upload Instructions

How to upload your trades from Interactive Brokers onto Chasing Returns

Written by Rashmi Ramesh
  1. Log into your Interactive Brokers Platform account.

  2. Go to Account > Activity > Activity Statement.

3. Select the statement default, the date range you want to export your history, make sure the format selected is 'HTML/WEB' and click the 'View' button.

4. Right-click, select the option 'Save as', then save your trade log in a local directory.

5. Email the file to support@chasingreturns.com and we will send you a Custom file for importing.

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