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CFDs are leveraged products. CFD trading may not be suitable for everyone and can result in losses that exceed your deposits, so please ensure that you fully understand the risks involved.
Help and support  /  Statements

What statement will I receive?

We automatically send statements for each account to your registered email address, as shown below:

Document type

CFD and share trading accounts

Daily statement1

  

Monthly statement

  

Daily statement

A daily statement provides a summary of the trading activity that’s taken place on an account in a day – if there’s been any. It’s automatically generated (in PDF format) and sent to your registered email address on the following working day.

You can also find daily statements under My IG > ‘live accounts’ > ‘statements’ > ‘daily’.

A daily statement won’t be generated if there hasn’t been any activity on the account on that day.

We’re legally required to send these statements to our clients, so you won’t be able to opt out of receiving them.

Monthly statement

A monthly statement shows all the activity on your account for the previous month, along with a snapshot of your portfolio on the final day of the month.

If you’ve asked us to set up monthly statements for you, these statements will be automatically generated and sent to your registered email address on the first day of the following month – even if there’s been no activity (ie no cash or open positions) on the account.

You can also find monthly statements under My IG > ‘live accounts’ > ‘statements’ > ‘monthly’.

1 A daily statement is automatically generated if a trade or payment has been made on your account.

Related questions

How to generate a statement or an account ledger summary

What do I need for the end of financial year for share trading accounts?

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All forms of investments carry risks. Trading CFDs may not be suitable for everyone and can result in losses that exceed deposits, so please ensure that you fully understand the risks and costs involved by reading the Risk Disclosure Statement and Risk Fact Sheet.

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