Download account activity and holdings information

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

To download your account’s activity: 

1. Go to the “Invest” tab 
2. Select “Activity”  
3. Click “Download CSV” 

To download your account’s holdings information: 

1. Go to the “Invest” tab  
2. Select “Holdings”  
3. Click “Download CSV”