Exporting Funds List to CSV or Excel


Exporting your Funds list to CSV or Excel may be helpful for allowing you to share an electronic or hard copy of your Funds list with others. 

  1. Click on the gear icon and select “Funds.”
  2. From within the Funds view, click the“Download” option and then select your desired file type (CSV or Excel). Your Funds list will automatically generate and download.
  3. Click on the file name to open your list of Funds in CSV or Excel format.