Locating Trade Confirmations and Account Statements

Trade confirmations will be generated for each trade in your account and will be sent to you on the trade date. The criteria for receiving your monthly statements and their availability differ between accounts that are under Apex or Omnibus. To find out if your account is under Apex or Omnibus clearing arrangement, click here.

To locate your trade confirmations and account statements on all platforms, please use the following instructions:

App:

1. Tap the Webull logo (bottom center).
2. Select the Documents tab.

Web:

1. Visit Webull E-Docs.
2. Once logged in, select E-Documents.

Desktop:

1. Navigate to Account.
2. Within the Account Details widget, click either Statement or Trade Confirmation.

What if my account is closed?

To view your account statements and trade confirmations, please visit Webull E-Docs and select Authentication. To continue, you must verify the following information:

1. First Name, Last Name, Date of Birth, and last four of your SSN.
2. The email address you used to open your Webull brokerage account.

If the information provided is accurate, you will have access to the Webull E-Document Center for 2 hours. If you are unable to verify your information, please call us at (888) 828-0618. We are available Monday through Friday, 9AM-4:15PM EST.