← Client SupportMoomoo · mobile app
Step-by-step guide

Download your
monthly statement

Your monthly statement is the official record of every trade you made in a month, plus your cash and holdings at the end of it. Your accountant will ask for it, and so will I when we review.

Each step shows the full screen, with a close-up of exactly where to tap circled in red.

I

Six steps to the file

On the real screens
01

Navigate to Accounts

Open the Moomoo application on your mobile device.

From the main bottom navigation bar, tap on the Accounts icon.

Close-up — the Accounts tab
Close-up — the Accounts tab
Navigate to Accounts
Step 01 — the Accounts screen
02

Access All Functions

On the Accounts screen, locate and tap the All icon, which looks like a grid of squares.

Close-up — the All icon
Close-up — the All icon
Access All Functions
Step 02 — where the All icon sits
03

Select Statement

You will be presented with a menu of options. Under the Corporate Action section, tap on Statement.

Close-up — Statement, under Corporate Action
Close-up — Statement, under Corporate Action
Select Statement
Step 03 — the All Functions menu
04

Choose the statement type

Tap on the filter that says All Statements.

From the dropdown menu that appears at the bottom of the screen, select Monthly Statement.

Close-up — the All Statements filter
Close-up — the All Statements filter
Close-up — choosing Monthly Statement
Close-up — choosing Monthly Statement
Choose the statement type
Step 04 — the statement list and its filter
05

Select the month

The view will now show a list of your available monthly statements. Tap on the specific month you wish to view.

Statements only appear once a month has finished, so the current month will not be listed.

06

Download the statement

After the statement loads, tap the three-dot menu icon (⋮) located in the top-right corner of the screen.

From the options that appear, tap Download. The statement will be saved to your device.

Close-up — the three-dot menu
Close-up — the three-dot menu
Close-up — Download
Close-up — Download
Download the statement
Step 06 — the open statement

For education only. Not personal advice. Your statement is the official record — where it differs from anything in this guide, the statement is correct.

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