Grow requires your Interactive Brokers Annual statements and downloads to enable the accounts and audit of your SMSF to be completed.

Follow these instructions to download the following 2 reports:

Download reports via the Interactive Brokers website.

Navigate to Performance & Reports > Statements

Select Activity from the list and select Fiscal Year + Ending June 30, 202X, PDF format. Click Run to download the PDF report.

You need to build a Trade Confirmation Flex Query that will provide all the trading data from your account to enable Grow to import the trades into our specialist SMSF accounting platform.

Configure the Flex Query as follows:

Select the following fields and ensure the order matches the screenshot below

Save the Flex Query as "Grow SMSF" or similar.

Run the report selecting the From + To Dates as the Previous Financial Year (or from date being account opening).

Click Run to download the CSV report.

Securely upload the reports via the Grow website: Upload Documents