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How do I get my monthly statement and trade confirmation?

Trade Confirmations will be generated for each trade in your account and will be sent to you on the trade date. The generation threshold and time for monthly statements differ between Apex and Omnibus accounts. Please see the table below to know the difference.

Apex Account
Omnibus Account
Generation Threshold
Have position or cash balance change in account during that month
No threshold. You will receive a monthly statement every month.
Generation Time
Around the 10th of the next month
At the beginning of the next month

To check if your account is under Apex clearing arrangement or Omnibus arrangement, please click Here or visit the Help Center after logging in and tap on "Account Conversion Status".


Access account statements on the mobile app:

  • Tap the Webull logo icon at the bottom of the Webull app screen. 
  • Choose the account you want to check
  • Swipe to the Document tab to view your statements.
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Access account statements on our website:

Visit https://www.webull.com/edocs and log in to your account to view or download your monthly statements and trade confirmations.

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Access account statements after account closure:

If your trading account is closed, you can access your documents by verifying some additional details at https://www.webull.com/edocs.

1. Click https://www.webull.com/edocs and choose "Authentication".

2. Enter your SSN, First Name, Last Name, and Date of Birth.

3. Enter your email address that you used to open your Webull brokerage account and receive trading-related notifications and documents.

4. If all the information you provided is accurate and identical to your deleted/closed account, you can access the Webull E-Document Center for 2 hours.

5. Confirm Your Account ID.

6. Select the account and tax documents you want to download.

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