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Download account activity and holdings information
Download account activity and holdings information
Updated over a week ago

You can view and download a CSV file of your account’s activity and holdings information on the web and our mobile app on iOS.

Web

To download your account’s activity:

  1. Navigate to your portfolio's Activity

  2. Click “Download CSV”

To download your account’s holdings information:

  1. Navigate to your portfolio's Holdings

  2. Click “Download CSV”

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Mobile on iOS

To download your account’s activity:

  1. From your settings select “Accounts”

  2. Tap the three dots next to the account you would like to download activity for

  3. Tap “Download CSV file”

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