2023-08-15 19:39:57
For investors, it is crucial to maintain accurate and detailed control of transactions and investments made. In this sense, it is possible to access your detailed statement at B3.
When a person opens an account at a financial institution, such as brokerages and banks, and makes investments (CDB, Direct Treasury or shares), the institution registers the investor with B3.
Therefore, these extracts serve as a tool to monitor the performance of your investments, track earnings, understand associated costs and make decisions regarding managing your portfolios.
In addition, this information is important for your income tax return. Since the investments of some Brazilians need to be declared.
In this way, through the B3 website, investors have access to their purchase and sales history, dividend statements, share rentals, and everything else regarding their investments.
How to pull my statement at B3?
It’s very simple to pull the statement of your investments on the B3 website. See the step-by-step process for withdrawing the asset extract:
1. First, access the site oficial da B3. Then click on the “investor area” in the upper right corner.
2. Access your B3 account. If you don’t have an account yet, click on “first login” and fill in your details to register.
3. In the investor area, click on “statements” in the left corner.
4. When opening the extracts, all the assets you own will appear. So, just click on “download extract”. You can download position, movement and trading statement. Select the category and period you want to download.
Finally, when you download the extract, a file like this will be generated:
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