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.


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”
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