To download your account history for a given period, click on the “My Balance” option. Next click on the “Activity Summary” tab. You may view the activity in your account for a specific date range. You may filter the information by investment and/or source. query activity for a variety of periods, for specific investments, or all investments. The “Activity History Report” shown on the screen will summarize data based on your query. You may download this information by clicking on the “history download” option at the right of your screen. Your report will be downloaded in a universal CSV format.
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