How Do I Download My Account Statement?

There are two routes, and the right one depends entirely on who is going to read the document.

For your own records, generate the statement yourself in MetaTrader 5. It takes about thirty seconds and you can pull any date range you want. For anyone official, meaning a bank, an accountant, an embassy or a tax authority, request the statement from your Skyriss client portal instead, because a self-generated file is not an issued document.

Both routes are covered below, with the settings that decide whether the statement is actually usable.

 

Quick summary

Reviewing your own performance. Generate it in MT5. Fastest option, no waiting.

Sending it to an accountant. Export from MT5 in Excel format so the numbers can be worked with, and request the official statement as backup.

Submitting it to a bank, embassy, lender or auditor. Request the official statement from Skyriss. It is issued on our letterhead and carries verification that a file you exported yourself does not.

Filing a dispute or a support ticket. Neither. Just send us your account number and the ticket numbers, and we will pull the record from our side.

 

Option one: request your official statement from the client portal

This is the version third parties accept.

1. Log in to your Skyriss client portal at https://crm.skyriss.com/client/dashboard

2. Open [Reports / Account Statements] from the account menu.

3. Select the trading account. If you hold more than one account under your profile, each one has its own statement. Check the account number before you generate anything.

4. Set the period. Predefined ranges cover most needs. Use the custom range for a tax year or for a specific window a bank has asked for.

5. Download the file. Statements are issued in PDF.

If you need the statement stamped, signed or addressed to a named institution, that is a manual request rather than a self-service download. Email [email protected] from your registered email address with your full name, account number, the exact period required and who the document is for. 

We only send statements to the email address registered on the account. If a bank or agent asks us to send it directly to them, we cannot do that without your written instruction, and that restriction protects you.

 

Option two: generate the statement in MT5 on desktop

Use this when you want the detail fast, or when you need the data in a spreadsheet.

1. Open MetaTrader 5 and log in to the account you need the statement for.

2. Open the Toolbox panel. Press Ctrl+T, or go to View and then Toolbox if the panel is hidden.

3. Click the History tab. This is where closed positions, orders, deals, deposits and withdrawals sit.

4. Right-click anywhere inside the History tab and choose your period. Predefined options cover today, the last week, the last month and the last three months. For anything else, choose Custom Period and set the From and To dates. For a full tax year, that means 1 January to 31 December of the year in question.

5. Check the history has actually loaded for the period you chose before going further. If the list is empty, the period is wrong, not the account.

6. Right-click again and choose Report. Pick HTML if you want a readable document you can open in a browser or send to someone. Pick Open XML, which saves as an XLSX file, if the numbers need to go into Excel or Google Sheets.

7. Choose where to save the file and confirm.

The file is a record of what your account did. It is not issued by us, which is why banks and tax authorities usually will not take it on its own.

 

Option three: generate it on the MT5 mobile app

Useful when you are away from your desktop and want the record on your phone.

1. Open the MT5 app and make sure you are on the correct account.

2. Go to the History section.

3. Tap the period selection icon and choose the range you need, including a custom range if the preset ones do not fit.

4. Tap Create a trade report. The app builds a visual report across several tabs covering summary, profit and loss, long and short, symbols and risk.

5. Scroll through the report tabs to the end and tap the save icon.

6. Select Save as PDF. Your phone's normal share menu opens from there, so you can email it, save it to files or send it on.

Two things worth knowing. The report is built from the current account only, so switch accounts first if you need a different one. And a long date range on an older phone can be slow to generate, because the app downloads historical price data to build the graphs. If it stalls, request a shorter period.

 

What the statement contains?

Whichever route you use, expect the same core information:

Account identity. Account number, account name, currency, leverage and the server the account sits on.

Closed positions and deals. Symbol, order type, volume, open and close prices, open and close times, stop loss and take profit levels where they were set, and the result of each trade.

Balance operations. Deposits and withdrawals recorded as separate entries.

Costs. Commission and swap, listed separately from gross profit and loss. These are the lines people forget when they reconcile their own numbers.

Summary figures. Total net profit or loss, gross profit, gross loss, balance, equity, floating profit or loss on anything still open, and performance metrics such as drawdown.

 

The three mistakes that produce a wrong statement

The period never changed. MT5 defaults to a short recent window. If your history looks empty or suspiciously thin, the account is fine and the filter is not. Set the period first, generate second.

Server time is not your time. Trades are timestamped in server time, which is [GMT+X], not the clock on your device. A position you closed just after midnight your time may appear on the previous day in the statement. For tax periods and for any dispute where timing matters, that difference is the one that catches people out.

Open positions are not history. A trade that is still running is not a closed deal, so it will not appear in a history export in the way a closed trade does. If your statement total does not match the balance you see on screen, floating profit and loss on open positions is almost always the reason.

 

Statement missing entries or showing the wrong data

Work through these in order:

• Nothing showing at all. Reset the period to All History and check again.

• Deposits and withdrawals missing. On mobile, check the viewing mode at the top of the History tab. Positions mode groups trades and hides balance operations. Switch to Deals to see everything.

• Only one instrument showing. A symbol filter is applied. Clear it so the statement covers the full account.

• Numbers do not match your balance. Check for open positions, and check that commission and swap are being included in your own calculation.

• The wrong account is showing. Multiple accounts under one profile are easy to mix up. Confirm the account number in the header of the statement, not the one you assumed you were logged in to.

• You cannot find the exported file. MT5 saves to the location you selected in the save dialog. If you clicked through it, check your Documents folder or your most recent downloads.

If none of that resolves it, contact [email protected] with your account number, the period you selected and a description of what is missing. That is enough for us to compare against the server record.

 

Frequently asked questions

Is there a charge for an account statement? 

No, it is free of charge.

How far back can I request? 

Your full trading history is available for as long as the account is on record with us and active. Contact support for more options.

Can I get a statement for an account I have closed? 

Yes. Closed accounts cannot be accessed through the portal, so email [email protected]  from your registered address with the account number and the period you need.

Will the statement show my open trades? 

The official statement includes an open positions section valued at the time it is generated. A self-generated history export focuses on closed activity, so treat the two differently.

Can I use the MT5 report for my tax return? 

That depends on your jurisdiction and what your tax authority accepts, and we cannot advise on it. Most accountants want the official statement as the source document and use the Excel export for the working. Speak to a qualified tax adviser about your own situation.

Which currency will the statement show? 

The base currency of the trading account. If you deposited in a different currency, the converted value at the time of the transaction is what appears.

Can I download a statement for a demo account? 

Yes, the same steps work. A demo statement has no financial standing, so it will not be accepted by any third party.

 

Still stuck?

If you have worked through this page and still cannot get the statement you need, contact the Skyriss support team with your account number, the period required and what the document is for. Naming the purpose upfront usually saves a round trip, because it tells us which version to issue.

Not trading with us yet? Open an account at skyriss.com/get-started.