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:
- Navigate to your portfolio's Activity
- Click “Download CSV”
To download your account’s holdings information:
- Navigate to your portfolio's Holdings
- Click “Download CSV”
Mobile on iOS
To download your account’s activity:
- From your settings select “Accounts”
- Tap the three dots next to the account you would like to download activity for
- Tap “Download CSV file”