Navigating your financial records is a key part of managing your digital assets. Whether you need them for personal accounting, tax preparation, or simply to review your transaction history, accessing your account statements should be straightforward. This guide provides clear instructions on how to locate and download your order history, trade history, funding records, and monthly statements from your account dashboard.
Understanding the Different Types of Account Statements
Before you begin, it's helpful to know what kind of records you can download. Most platforms provide several distinct types of statements, each serving a different purpose.
- Order History: This document lists all your placed orders, including open, canceled, and filled orders. It's essential for tracking your trading strategies.
- Trade History: This is a record of all completed trades. It shows the details of each execution, such as the price, quantity, and time of the trade.
- Funding History: This statement tracks all deposits and withdrawals into and out of your account, including cryptocurrency and fiat transactions.
- Monthly Account Statements: These are comprehensive summaries of your account activity, including balances, trades, and funding events, generated at the end of each month.
Knowing which statement you need will save you time and ensure you get the correct information.
How to Download Your Order History
Your order history is crucial for reviewing your trading activity. Here is a step-by-step guide to accessing and downloading it.
- Log in to your account securely using your credentials.
- Navigate to the 'Assets' section from the main menu. From there, locate and select the 'Order Center' option.
- Inside the Order Center, find the tab or menu labeled 'Order History' to view your records. Please note that the order history typically only displays data from the last 90 days.
- Click the 'Download' button, which will redirect you to a dedicated download page.
- On the download page, select your preferred date range. After choosing the dates, click 'Export' to generate the file.
- The system will prepare your statement. Once it's ready, a 'Download' button will appear for you to retrieve the PDF or CSV file to your device.
Please be aware that the generation process might take a few moments, depending on the amount of data.
How to Download Your Trade History
For a record of your executed trades, follow the steps to download your trade history.
- From the relevant menu within your account, select 'Trade History' to display your list of completed trades. Similar to order history, this usually covers the last 90 days of activity.
- Click on the 'Download' button to proceed to the trade history download section.
- Choose the specific date range you require and then initiate the process by clicking the 'Export' button.
- Wait for the system to prepare your file. Once available, click 'Download' to save your trade history statement.
👉 Explore advanced portfolio tracking tools
How to Download Your Funding History
Keeping track of your money flow is simple by downloading your funding history.
- Locate and select 'Funding History' from your account menu to review all your deposit and withdrawal transactions. This history is also generally available for the past 90 days.
- To get a copy, click the 'Download' button to navigate to the funding history export page.
- Select your desired date period and confirm by clicking the 'Export' button.
- After a brief processing period, your statement will be ready. Click the final 'Download' button to save it to your computer.
How to Download Monthly Account Statements
Monthly statements provide a consolidated overview of your account's performance. To download your monthly reports:
- In the top menu bar, find and click on 'Account Statement'. This will show you a list of available monthly statements, typically for the past 12 months.
- Simply click 'Download' next to the specific monthly report you wish to retrieve, and it will be saved directly to your device.
How to Download Statements for a Custom Date Range
If you need a statement for a specific period that doesn't align with a monthly report, you can generate a custom report.
- On the account statement page, look for and click the 'Download' option, usually found at the bottom of the section.
- A calendar or date selector will appear. Choose your custom start and end dates. Note that there may be restrictions, such as only being able to generate statements for the most recent two months.
- Click 'Create' or 'Generate' to start the process. Once the system has compiled your custom statement, a 'Download' link will become available.
Remember that creating these custom reports may take a short amount of time.
Frequently Asked Questions
How far back can I download my historical statements?
The availability of historical data can vary. While your visible history on the platform may only show the last 90 days, many services allow you to download older records, sometimes dating back several years. Check the specific notes on the download page for details.
What file format are the account statements in?
Account statements are most commonly provided in PDF format for easy reading and printing, or CSV format for those who wish to analyze the data in spreadsheet applications like Microsoft Excel or Google Sheets.
Why is my downloaded statement taking time to generate?
Generating a statement, especially for long time periods or accounts with high activity, requires the system to compile a large amount of data. This process is not instantaneous. Please be patient; the download link will appear as soon as your file is ready.
Can I download statements for tax purposes?
Absolutely. These statements are perfectly suitable for tax reporting. They provide a detailed and verifiable record of your trading and funding activities, which can be used by you or your accountant to calculate gains and losses.
I can't find the download button. What should I do?
First, ensure you are in the correct section (e.g., Order History vs. Trade History). If you still cannot locate it, try refreshing the page or checking if your browser is blocking any pop-ups. For further assistance, you should contact your platform's customer support.
Are my downloaded statements secure?
Yes, the statements are generated securely from your account. However, once downloaded, it is your responsibility to store them safely, as they contain sensitive financial information. Use password protection on files and secure storage devices.