How to Access and Export Your Investment Documents in the Inter App

Many customers contact us asking for investment documents for a specific period of time—such as trade confirmations or account statements. The good news is that you don’t need to request these documents manually. You can access and export them directly from the Inter app in just a few steps.

This guide walks you through how to find, filter, and send multiple investment documents from the app, all in one place.

Important: Documents are available in the app starting August 2023. If you need documents from before August 2023, please contact Customer Service at help@inter.co.

What Documents Can You Access in the App?

From the Inter app, you can view and export:

● Trade confirmations

● Account statements

Everything is consolidated so you can review or send multiple files at once, without downloading them one by one.

Step-by-Step: How to Access Multiple Investment Documents

Step 1: Go to the Invest Home Screen

Open the Inter app and navigate to the Invest section.

This is your main investment dashboard, where you can see your portfolio and recent activity.

Step 2: Open Settings Using the Gear Icon

In the top corner of the Invest home screen, tap the gear icon to access settings.

From this menu, you’ll be able to view both:

● Trade confirmations

● Account statements

Step 3: Select the Timeframe You Need

Once inside the documents section, choose the date range for the documents you’re looking for.

You can filter by a specific period to quickly narrow down your results.

Step 4: Review the Consolidated Document View

After selecting your timeframe, the app will display a consolidated view of all trade confirmations available for that period.

This makes it easy to review multiple documents at once without switching screens.

Step 5: Export and Send Your Documents

To export all documents within the selected timeframe, tap the share icon on the screen.

Then select Send, and follow the prompts to email or share the documents as needed.

About Document Availability

Documents from August 2023 onward are available directly in the app. If you need documents prior to August 2023, they are not currently accessible through the app.

For older documents, please reach out to our Customer Service team at help@inter.co, and they’ll help you with your request.

Final Tip

Using the app to access your investment documents saves time and gives you immediate control over your records—especially when you need documents for a specific timeframe.

If you haven’t explored this feature yet, open the Inter app and try it today. Everything you need is already there.

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InterCommunications

Inter (NASDAQ: INTR) is the pioneer financial super app serving over 40 million consumers across the Americas. The Inter ecosystem offers a broad array of services, including banking, investments, mortgages, credit, gift cards, and cross-border tools. The super app also boasts a dynamic marketplace, linking consumers with shopping discounts, cashback rewards, and exclusive access to marquee events across the globe. The company is expanding rapidly in the United States, as evidenced by its naming rights sponsorship of the Inter&Co Stadium that hosts soccer teams “Orlando City” and “Orlando Pride”. Focused on innovation and captivating member experiences, Inter&Co delivers comprehensive financial and lifestyle solutions to meet the evolving needs of modern consumers.

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INTER & CO PAYMENTS, INC., doing business as Inter (“Inter”), is a financial technology company, a registered money services business (MSB) and a licensed money transmitter, not a bank (NMLS ID #907330). Massachusetts Foreign Transmittal Agency (License #FT114374-100). Rhode Island Currency Transmitter (License # 20203960CT). Click here to access our NMLS licenses.

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The Inter US Checking account is provided by Continental Bank, Member FDIC. Inter US Checking accounts are FDIC-insured up to US$250,000. Inter US Checking account funds are eligible for FDIC insurance up to the allowable limit through Continental Bank, Member FDIC, and other program banks. Coverage is subject to aggregation of all of each account holder's funds held on deposit at Continental Bank or at each of its program banks. Funds generated through Inter's payment processing services are generally available in the Inter US Checking account balance immediately after a payment is processed. Fund availability times may vary due to technical issues. Inter is not a bank. Inter US Checking accounts do not provide monthly paper statements and do not issue physical paper checks. Inter US Checking accounts are not interest-bearing accounts.

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Please see your account information to know where your account is maintained. Inter US Checking accounts at Continental Bank are only available for US residents, upon informing a Social Security or Individual Taxpayer Identification number.

For more information regarding your Inter Account, view the Inter Account Agreement at https://us.inter.co/compliance?interandco-account-agreement .

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