How to Download Account Statements in Webull Desktop
Please follow the steps below to download account statements in Webull Desktop.
- Open the website.
- Click Log In.
- Sign in with your email address and password.
- Once you are signed in, you will see several tabs on the left side menu. Click on the tab that says E-Documents.
- Under E-Documents, you will see three tabs: Securities Tax Documents, Account Statement, and Trade Confirmation. Click on Account Statement.
- Now, select the date of the account statement you wish to download.
- For example: you wish to download your account statement for the month of March 2021. Once you click on the date of the account statement you wish to download, you will be directed to another window that will show the PDF file of your chosen account statement.