How to export your portfolio report:

You can get your portfolio report following these steps from your ‘Home’ page: 

  1. Go to your ‘Portfolio’ page
  2. At the bottom of the page click on Transaction History
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  3. Click on Request portfolio report 
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  4. Select the date range for which you would like to export the report and click on ProceedGroup 33574

You will receive your portfolio report in your email within the next  few hours (can maximum take up to one business day). 

If you have any issues requesting your Portfolio report please contact us at directly.