Different reports are available for you to download depending on your location and transactional activity.
Transaction history
Available in CSV format, the transaction history includes:
- Date
- Destination
- Destination Amount
- Destination Currency
- Fee Amount (deposit, withdrawal, or exchange fees)*
- Fee Currency (when applicable)
- Id
- Origin
- Origin Amount
- Origin Currency
- Status
- Type
Monthly Statement
Monthly statements are available in PDF and CSV formats for eligible customers, depending on their location. They are generated at the beginning of each month and remain available for the following 7 years.
Eligible locations:
- Uphold Digital Assets Europe only (accounts created after February 1, 2022): Åland Islands, Andorra, Austria, Belgium, Bulgaria, Croatia, Cyprus, Czechia, Denmark, Estonia, Finland, France, French Guiana, Greece, Guadeloupe, Hungary, Iceland, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Martinique, Mayotte, Monaco, Norway, Poland, Portugal, Réunion, Romania, Saint Martin (French part), San Marino, Slovakia, Slovenia, Spain, Sweden.
- United States and Canada: Available for users residing in Canada and in the state of Texas (USA)
High-Yield Cash Account Monthly statement: Available in PDF and CSV formats after your first month of activity.
- Includes balance, interest earned, and transaction history.
Tax forms
Available for US users with taxable events. We provide the following in PDF format:
- 1099-B Tax Form
- 1099-DA Tax Form¹
- 1099-MISC Tax Form
- High-Yield Cash Account 1099 Tax form²
¹This form will be available to US customers for the 2025 tax season.
²Forms are only issued for earnings of $10 or more.
How to generate a report?
- Depending on which device you’re using, follow the path below:
- Mobile - Tap the Account Center in the top-left corner
- Web - Click the More (...) icon on the left sidebar.
- Go to the Documents section and select the report you're looking for.
- Follow the on-screen instructions to download the report directly to your device or have it sent to your e-mail, depending on the report type.