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. Begin by selecting any number of specific investments using the search and available filters. Or select all by clicking on the checkbox above the column.

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  2. Next, click the preferred download format type button located above the table on the right to download.
  3. The downloaded files will be available in your Downloads file on your computer.