You may want to print or export your list of funds for the sake of retaining a hard copy or reporting on current balances.
To print or export your fund list and their settings,
1. Click on the gear icon to open your Settings view.
2. On the navigation menu on the left, select “Funds” under the Offerings section.
3. At the upper right of the view, click to print or export the list.
- Click “Print” to open the list in a print preview.
- Click "Export" to export the list into a CSV file.