How to Extract my Trade History Report for 1099?

Modified on: March 25, 2024

  • We are not licensed to assist you in completing any tax forms.
  • This method is only available via Desktop Computer. 
Let’s go through the process:

> Click the 3 horizontal lines on the top right of your Vital Markets Dashboard.

> Select Accounts.

> Click the Account View that you wish to extract the data from.

> Scroll down and choose dates, then you will be able to export your account history. 

> Select Export Type CSV. ( Additional method will be available soon ) 

> Click Submit.

> The Excel document will be downloaded automatically.


If you would like to view the trading history of your archived trading account, once you are in the My Accounts menu, click on the button “Show Archived“.

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