Update: We’ve heard your feedback and will postpone this transaction export change until the end of June 2026.
Starting July 1, 2026, 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. However, statements older than 18 months will only be available upon request, and a retrieval fee will apply.
Why is this change being made?
We are implementing this update to enhance platform performance and streamline your experience, while still giving you sufficient time to download and save your records.
What should I do before this change takes effect?
We recommend downloading any transaction statements you wish to keep before June 30, 2026.
Here’s how:
Log in to your account.
Go to your transaction history.
Download any statements you'd like to keep.
Please refer to 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 July 1, 2026?
You can download your full transaction history up to June 30, 2026.
Will this affect my ability to file taxes?
No. The 18-month access window should be sufficient for most tax reporting needs. If you require older records, you may still request them (retrieval fees will apply).
Please contact our support team for further details.