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.
Download your account’s activity:
Web
Select the portfolio from the Invest tab
Navigate to your portfolio's Activity
Click “Activity Summary”
Mobile on iOS
Navigate to your settings (silhouette in the top-right)
Select Accounts > Account names and numbers
Tap the three dots next to the account you would like to download activity for
Tap “Download CSV file”
Note: To download your account's holding and tax lot information, refer to Download and View Your Realized Gains on M1.
This content was generated using artificial intelligence and is intended for informational and educational purposes only. While reasonable efforts are made to ensure accuracy, AI-generated outputs may omit key context; and should not be construed as financial, investment, legal, or tax advice. Users should independently verify all information and consult a qualified professional before making any financial decisions.
SAIF-08272025-uo5vd4yp