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Statements & Documents

Every statement, formatted the way your accountant actually wants it

Download account statements, tax documents, and transaction histories directly from online banking, formatted clearly enough that they hold up when you or your accountant need to document trading income.

Features

  • Monthly and annual statements available for download
  • Custom date range transaction exports
  • Tax documentation for CRS and FATCA reporting purposes
  • Statements formatted to support source of funds documentation

Why Statement Formatting Matters More Than It Seems

A generic bank statement showing a lump incoming wire of USD 8,200 tells almost nothing about where that money came from. Winslow statements for the Trading Profits Account instead show each deposit tagged by its originating broker or exchange, subtotalled by source over the statement period. This is a small formatting decision that makes a real difference the next time you need to prove trading income for a mortgage application, a visa or residency process, or a future account opening at another institution.