Financial statements provide a comprehensive overview of your account activity for a specific quarter or year. To receive financial reports directly in your account at the end of each financial quarter, follow the steps below to enable this feature:
1. Navigate to the Settings section in the left-hand menu.
2. Select the 'Financial' tab, then click 'Financial Reports'.
3. When prompted, enable financial report generation by clicking 'Enable' and confirming your choice.
4. Reports will be automatically generated in both PDF and XLSX formats for all activity from 2021 onward.
5. To download a report, locate the desired report and select your preferred file format.
6. Save the file to your device.
Once enabled, all future financial reports will be automatically delivered to your account at the end of each financial quarter.