How to Get Your Monthly Statement from Coinbase

Getting your monthly statement from Coinbase is a straightforward process, but it involves several steps that ensure you receive accurate and detailed financial records. Whether you're tracking your investments, preparing for tax season, or simply reviewing your trading history, here’s a comprehensive guide to help you obtain your Coinbase monthly statement with ease.

Step 1: Log into Your Coinbase Account

To begin, you need to access your Coinbase account. Open your web browser and go to the Coinbase website. Click on the "Sign In" button located at the top-right corner of the homepage. Enter your registered email address and password, then click "Sign In" again to access your account.

Step 2: Navigate to the Reports Section

Once logged in, locate the "Profile & Settings" menu by clicking on your profile icon at the top-right corner of the screen. From the dropdown menu, select "Reports". This will direct you to the reports section where you can manage and view your transaction history and statements.

Step 3: Select the Appropriate Report Type

In the reports section, you will see various options for different types of reports. For your monthly statement, look for the option labeled "Tax Documents" or "Statements." This option will allow you to generate reports that include your trading history, balances, and other relevant financial data for a specific month.

Step 4: Choose the Time Frame

Select the time frame for the report. For a monthly statement, choose the specific month you are interested in. You may need to select the year as well. After setting the time frame, click on the "Generate Report" or "Download" button, depending on the options available.

Step 5: Download and Review Your Statement

Once the report is generated, you will be given an option to download it, usually in PDF format. Click the download link and save the file to your computer. Open the PDF to review your monthly statement. This document will include details of all your transactions, including buys, sells, and fees for the selected month.

Step 6: Contact Support if Necessary

If you encounter any issues or discrepancies with your statement, you can contact Coinbase support for assistance. Go to the "Help Center" on the Coinbase website and submit a support request detailing your issue. Coinbase support will assist you in resolving any problems with your report.

Key Takeaways

• Logging in to your Coinbase account is the first step.
• Navigate to the Reports section under your profile settings.
• Select the report type that includes monthly statements.
• Choose the time frame for the statement you need.
• Download and review your statement for accuracy.
• Contact support if you encounter any issues with your report.

By following these steps, you can easily access and download your monthly statement from Coinbase, ensuring you have all the necessary information for your financial tracking and reporting needs.