How long are my statements available online?
https://alaricsecurities.com/ufaq/how-long-are-my-statements-available-online/
Statements are retained for at least 7 years and are accessible anytime.
Can I get a trading summary by asset class or region?
https://alaricsecurities.com/ufaq/can-i-get-a-trading-summary-by-asset-class-or-region/
Yes, filter by asset, region, or custom tags in your reporting dashboard.
Do you support tax reporting for non-EU residents?
https://alaricsecurities.com/ufaq/do-you-support-tax-reporting-for-non-eu-residents/
We provide raw data for all clients. Compliance with local tax rules is your responsibility.
Can I track realized and unrealized gains?
https://alaricsecurities.com/ufaq/can-i-track-realized-and-unrealized-gains/
Yes, you can check that directly on your platform.
How do I generate a profit and loss (P&L) statement?
https://alaricsecurities.com/ufaq/how-do-i-generate-a-profit-and-loss-pl-statement/
Use the “Reports” tool where you have a wide variety of report types.
Do you provide tax documents (1099, annual statements)?
https://alaricsecurities.com/ufaq/do-you-provide-tax-documents-1099-annual-statements/
We provide trading statements that you can use for tax purposes. Official tax documents, such as 1099 forms or annual statements, are not available from us. You may be able to obtain these documents directly ...
Can I export trade history for tax or analysis?
https://alaricsecurities.com/ufaq/can-i-export-trade-history-for-tax-or-analysis/
Yes, export detailed trade data in multiple formats.
How can I view and download my account statements?
https://alaricsecurities.com/ufaq/how-can-i-view-and-download-my-account-statements/
Log in to your client portal and go to “Statements.” Download in PDF or CSV format.