Download Investments

Should you need to download your investments available on the portal, you can easily do so from the Table view. The process is fairly straightforward, and you have the option to download your investments in either CSV or XLSX format.

How to Download Investments

  1. Use the search and filters to select any number of specific investments. To download the entire list of investments, click the Download button to select the preferred file type.
  2. The downloaded files will be available in your Downloads file on your computer.

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