New statements contain following Legal Note: "1. Please promptly report any inaccuracy or discrepancy in this statement, or in your account. Contact the IB Customer Service Department in writing using the form available on the IB website. You may also contact IB by phone, but if you report an error by phone, you should re-confirm such oral communications in writing â¦â. (Interestingly, Old statements do not have such Legal note.) New statements contain too much information. Notably values related to P/L (these are not even required to be shown). In last 3 weeks, IB has fixed some items; but other errors have appeared. And people keep on requesting additional new functions. This means we can expect more changes and more bugs in the future. I have no use for this additional information, did not request it and certainly do not have the time to check and to report all inaccuracies in writing as the Legal note implies. All I need on statements are accurate reports of transactions (like buys, sells, dividend distributions, corporate actions, cash, â¦), positions and balances. Everything else should be optional. IB, please keep LEGACY statements for now! You already have them (so should not cost much to maintain). Fix the New statements, so customers can filter all unnecessary fields out (or remove the Legal Note obligation about reporting inaccuracies).
I've submitted a feature request to retain legacy account statements as an option for all customers ad infinitum, beyond the currently scheduled cut-off date of September 17, 2007. If you like this idea, please vote in favor (and ask your buddies to do likewise). Given the September 17 cut-off date, we've to hurry up! http://www.interactivebrokers.com/en/general/poll/poll.php?ib_entity=llc ID #3000 Title: Retain legacy account statements Submitted by: speedy The poll can be promptly located by searching for the contributor "speedy". If the response is favorable with, say, at least 10 positive votes before the end of this week, I'll also contact IB's representatives on ET about this feature request. Thanks!
vote for it with both hands. i'm totally lost in new format.can't find simple PnL for last day. have no idea what all those terms are mean-MTM,FIFO,internal rate of return etc. and i don't give a sh*t about it.i'm pretty sure, that i'm not alone. guess it's IB first priority-to scare hell out of their potential and existing customers with complex TWS and now new statement format.
Statement documentation can be found at: http://individuals.interactivebrokers.com/en/accounts/statements.php?ib_entity=llc
the new format is so hard to read it's ridiculous. you also can't save it to your computer like you could the old one. sometimes i wonder who's designing these new features.
100% agree on that one. it doesnât make any sense to put all those expand\minimize, customize view features, if you can't save it and reuse it when you login next time.