How can I export my accounts list?

You can export the list of accounts associated with your company's equity, as well as the status of their portfolio at any given date.

How to export the list of your accounts and their portfolios?

1️⃣ In the left-hand menu, choose Accounts.

2️⃣ On the top right corner, click on the Export button: a window will open.

3️⃣ Select an export date then click on the Export: a download bar appears at the lower left corner of your screen and indicates when the download is complete.