Exporting Funds List to CSV or Excel


You may want to export your list of funds instead of printing them directly from the browser.

To export your fund list,

  1. Click on the gear icon and select “Funds.”
  2. If you need to rearrange your fund list, click on the dots to the left of the fund name to drag and drop your new fund where you’d like.
  3. Click the “Export” link to the right of the screen. You can choose to export to either a CSV or Excel file.