Starting June 1, 2025, you will only be able to download transaction statements from the past 18 months. Statements older than 18 months will no longer be directly available for download.
Will I still be able to access older statements?
Yes, but historical statements dated beyond 18 months will only be available upon request, and a retrieval fee will apply.
Why is this change being made?
We're implementing this update to enhance platform performance and streamline your experience, while still giving you ample time to save your records.
What should I do before this change takes effect?
We recommend that you download any transaction statements you wish to keep before May 31, 2025. Here's how:
Log in to your account.
Go to your transaction history.
Download any statements you'd like to keep.
*Please check this article for a step-by-step guide on how to request your tax report.
How far back can I download my transaction history before June 1, 2025?
You can download your full transaction history up to May 31, 2025.
Will this affect my ability to file taxes?
No. The 18-month access window should be sufficient for most tax reporting needs. If you need older records, you may still request them (fees apply). Please contact our support team for further details.