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.
- Click on the gear icon and select “Funds.”
- 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.
- Click on the file name to open your list of Funds in CSV or Excel format.