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” 

Download_CSV_HCA_Image.png 

 

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