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Unlocking Your Webull Statements: A Comprehensive Guide
Ever found yourself needing to review your trading activity, verify tax information, or simply keep a meticulous record of your investments? For Webull users, accessing those all-important statements is a common necessity. This guide will walk you through, step-by-step, exactly how to retrieve your Webull statements, ensuring you have all the financial documentation you need right at your fingertips.
Step 1: Are You Ready to Retrieve Your Webull Statements? Let's Get Started!
Before we even click a single button, let's make sure you're set up for success. Do you have your Webull login credentials handy? This includes your registered phone number or email and your password. If you've enabled two-factor authentication (which you absolutely should!), have your mobile device ready to receive the verification code. Getting these small things in order now will save you a lot of time and potential frustration down the road.
Step 2: Accessing the Webull Platform
The primary way to access your Webull statements is through their official platforms. You have two main options:
Sub-heading 2.1: Using the Webull Mobile App
For most users, the Webull mobile app is the most convenient way to manage their accounts.
Launch the Webull App: Find the Webull icon on your smartphone or tablet and tap to open it.
Log In: Enter your registered phone number/email and password. If prompted, complete the two-factor authentication process.
Navigate to the Menu: Once logged in, you'll typically see your main trading interface. Look for an icon that represents your profile or account settings. This is often a person-shaped icon or three horizontal lines (a "hamburger menu") located in one of the corners of the screen (usually bottom right or top left). Tap on it.
Find "Statements & History": Within the profile/account settings menu, you'll see a variety of options. Scroll through these until you find an option explicitly labeled something like "Statements," "Account Statement," "Tax Documents," or "History." This is where all your important documents reside.
Sub-heading 2.2: Using the Webull Desktop Platform or Website
While the mobile app is popular, some prefer the larger screen and more detailed view of the desktop platform or the web version.
Open Your Web Browser: Go to your preferred web browser (Chrome, Firefox, Edge, Safari, etc.).
Go to the Official Webull Website: In the address bar, type in
www.webull.comand press Enter.Log In: On the Webull homepage, look for a "Log In" or "Sign In" button, usually located in the top right corner. Click it and enter your credentials. Complete any two-factor authentication steps.
Locate Account Access: Once logged in, you'll need to find your account management section. This might be a "My Account," "Portfolio," or a similar heading. Look for a section related to "Statements" or "Documents."
Step 3: Pinpointing the Right Statement Type
Webull provides various types of statements, each serving a specific purpose. Understanding these will help you download exactly what you need.
Sub-heading 3.1: Monthly Statements
These are your primary account statements, typically generated at the end of each month. They provide a comprehensive overview of your:
Account balance
Trading activity (buys, sells, dividends, interest)
Deposits and withdrawals
Positions held at the end of the statement period
These are often what people are looking for when they say "Webull statement."
Sub-heading 3.2: Trade Confirmations
For every trade you execute (buy or sell), Webull generates a trade confirmation. These are individual records of each transaction and are useful for verifying specific trades. They include details like:
Asset name and ticker symbol
Quantity
Price
Commission (if any)
Date and time of trade
Sub-heading 3.3: Tax Documents
When tax season rolls around, you'll need specific documents. Webull provides these annually. Common tax documents include:
Form 1099-B: Reports proceeds from broker and barter exchange transactions (sales of stocks, ETFs, etc.).
Form 1099-DIV: Reports dividends and distributions.
Form 1099-INT: Reports interest income.
Important Note: Tax documents are usually only available early in the year for the previous tax year.
Sub-heading 3.4: Other Statements/Reports
Depending on your activity, you might find other specialized reports, such as dividend statements or interest statements. These are generally less common for the average user but good to be aware of.
Step 4: Selecting the Desired Period and Downloading
Once you've navigated to the "Statements & History" or "Documents" section, you'll need to specify the period for which you want the statement.
Choose the Statement Type: Select whether you want Monthly Statements, Trade Confirmations, or Tax Documents.
Select the Timeframe:
For Monthly Statements, you'll typically see a dropdown or a calendar icon where you can select the specific year and month.
For Trade Confirmations, you might be able to search by a date range or view individual confirmations.
For Tax Documents, you'll likely select the relevant tax year.
Generate/View/Download: After selecting your criteria, there will usually be a button to "Generate," "View," or "Download" the statement.
Review and Save: Your statement will often open as a PDF file. Take a moment to review it to ensure it's the correct document and contains the information you need. Once confirmed, use the download or save option within your PDF viewer to save the file to a secure location on your device (e.g., a "Financial Documents" folder).
Pro Tip: Always save your statements to a clearly labeled folder on your computer or cloud storage. This makes them easy to find later and provides a backup.
Step 5: Troubleshooting Common Issues
While the process is generally straightforward, you might encounter a few hiccups.
Statements Not Appearing:
New Account: If your account is very new, there might not be any statements generated yet. Monthly statements are usually available a few days after the end of the month.
No Activity: If you haven't had any trading activity, deposits, or withdrawals for a period, there might not be a statement for that specific month.
Technical Glitch: Sometimes, a temporary server issue might prevent statements from loading. Try again after some time or clear your app cache.
Login Problems: Double-check your credentials. If you've forgotten your password, use the "Forgot Password" link.
App/Website Issues: Ensure your Webull app is updated to the latest version. If using the website, try a different browser or clear your browser's cache and cookies.
Incorrect Timeframe Selected: Verify that you've selected the correct month, year, or date range.
If you've tried these steps and are still unable to retrieve your statements, the best course of action is to contact Webull customer support directly. They can provide personalized assistance and resolve account-specific issues.
10 Related FAQ Questions
How to access my Webull statements on the mobile app?
On the Webull mobile app, navigate to your profile/account icon, then look for "Statements," "Account Statement," or "History" to find your documents.
How to download monthly statements from Webull?
Go to the "Statements" section in your Webull account, select "Monthly Statements," choose the desired month and year, and then click the download button.
How to find tax documents on Webull?
Webull tax documents (like 1099-B, 1099-DIV) are typically found under "Statements," "Tax Documents," or a similar heading, usually available early in the year for the previous tax year.
How to view trade confirmations on Webull?
Trade confirmations can be viewed in the "Statements & History" section, often listed under a separate tab or section specifically for trade confirmations or individual transaction history.
How to get a statement for a specific date range on Webull?
While full monthly statements are typically pre-generated, you can often filter your "History" or "Trade Confirmations" by a custom date range to see activity within that period.
How to contact Webull support for statement issues?
You can contact Webull support through the "Help Center" or "Customer Service" section within their app or website, typically via live chat, email, or phone.
How to understand the different types of Webull statements?
Webull provides monthly statements (overview), trade confirmations (individual trades), and tax documents (annual tax-related forms like 1099s).
How to ensure my Webull statements are accurate?
Regularly review your monthly statements and compare them against your own trade records or memory. If you find discrepancies, contact Webull support immediately.
How to print my Webull statements?
Once you've downloaded a statement as a PDF, open the PDF file and use your device's or PDF viewer's print function to send it to your printer.
How to save Webull statements securely?
Download the PDF statements and save them to a password-protected folder on your computer, an encrypted USB drive, or a secure cloud storage service with two-factor authentication enabled.