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 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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