Exporting a Cash Account

Content also available for tax entities or on our global site.

1 – On the Portfolio Overview page, click on the Cash Account.

Cash Account on Portfolio Overview page

2 – On the Cash Account page, click one of the icons on the upper right-hand side, in the format you would like to export to. Cash Accounts can be exported to either:

  • Spreadsheet
  • PDF
  • Google Drive

Exporting Cash Accounts step 2

Exported Cash Accounts

Last modified on March 13, 2020 UTC

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