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. 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” 

Mobile on iOS

To download your account’s activity:

1. Log into your account on an iOS device
2. From the Home Screen, tap the silhouette of a person in the upper right-hand corner
3. Under “Settings” select “Accounts”
4. Tap the three dots next to the account you would like to download activity for
5. Tap “Download CSV file”