{"id":5698,"date":"2020-11-02T20:56:12","date_gmt":"2020-11-02T19:56:12","guid":{"rendered":"https:\/\/captrader.excellents.eu\/?p=5698"},"modified":"2026-06-01T09:44:05","modified_gmt":"2026-06-01T07:44:05","slug":"create-account-statement","status":"publish","type":"post","link":"https:\/\/www.captrader.com\/en\/kontoauszug-erstellen\/","title":{"rendered":"How do I create an account statement?"},"content":{"rendered":"

Create your account statement in a standardized way or individually according to your personal requirements. You need a Custody account statement on a daily, monthly or annual basis<\/strong> or would like to enter your data for the personal tax return<\/strong> put together in just a few steps?<\/p>\n\n\n\n

Then please use our following instructions and generate an extract in the Account Management (Client Portal)<\/a>.<\/p>\n\n\n\n

Tip: What do the individual categories mean and how are the figures in the securities account statement made up?<\/strong>
All information about the contents of the bank statement can be found here.<\/a><\/p>\n\n\n\n

Brexit Notice:<\/strong> Select old securities account number before migration<\/a><\/p>\n\n\n\n

Dialing into the account management (Client Portal)<\/h3>\n\n\n\n

Sign up in the Account Management (Client Portal)<\/a> and select the path > Performance and Reports > Account Statements.<\/strong><\/p>\n\n\n\n

\"captrader<\/figure>\n\n\n\n

Afterwards you select in the section > Bank statements<\/strong> please > Activity <\/strong>and click on the Arrow<\/strong> \"Start\".<\/p>\n\n\n\n

\"Select<\/figure>\n\n\n\n

Configure your deposit statement<\/h3>\n\n\n\n

Now you compose your excerpt according to your wishes. You have the following setting options for this:<\/p>\n\n\n\n