Annual Statement

An annual statement provides an overview of your account for a calendar year, including information such as transactions, dividends and corporate actions.

LYNX+

LYNX provides an annual statement of your account in the LYNX+ Message Center in the first half of the new year. You can access this file using the following instructions:

Your annual statement is available in LYNX+ once it has been published. To find it:

Log in to LYNX+, click the menu in the top-right corner and select My Account.
Under Message Center, select Documents. Your annual statement will appear there.

Account Management

To generate an annual account statement for a previous year, log in to Account Management and follow the steps below:

In the menu at the top, select Performance & Reports and click on Statements.
You can generate various reports to view your trades, performance, dividends and other account details. To generate your annual report, select Activity Statement.
Under Period, select Annual, then choose the relevant year under Date.
Finally, select your preferred format: Download PDF, Download CSV, Download HTML or View Statement.

For an explanation of the information included in your statement, see: Account Statement | Service Center | LYNX Broker

FAQ

How do I access reports from 2020 and earlier?

Following the IBIE migration, your previous account may be listed separately from your current account. To access statements from 2020 and earlier, you need to select your previous account.

At the top of the page, click Add/Edit next to your U-number.

In the panel on the right, click the filter icon and select Migrated. Then click Apply.

Find your previous account in the list and select the checkbox next to it. If your current account is also selected, deselect its checkbox.
Click Continue to proceed with your previous account and access statements from 2020 and earlier.

How far back can I create reports?

Reports can be generated for the last seven calendar years. Each report has a maximum timeframe of 365 days.

For account statements covering periods before 2021, please follow the steps outlined in our FAQ on generating reports from your pre-migration account.

If you require a report for an earlier period that is not available through this process, please request it via email from our Service department.

How can I set up notifications for newly available reports?

Log in to Account Management, click the user icon in the top-right corner, and select Settings.
Under Reporting, click Statements Delivery.
Click Configure in the Default Statements Delivery section.
Select your preferred delivery method for each report.
Click Continue to save your changes.

Make sure your email address is up to date under Communication in Settings if you wish to receive email notifications.

My annual report is not yet available. How can I get my annual report already printed?

If the Annual option is not yet available for the desired year, the annual report can be printed only for that period using the Custom Date Range function. Annual reports for the previous year are normally available by the end of January, at which time the report can be printed with the time range 01.01.20XX – 31.12.20XX.