Accessing and Downloading Your Transaction Records
This guide is your go-to for accessing and downloading your transaction records. Currently this functionality is only available in a web browser.
Benefits:
By using this feature, you gain instant access to your transaction data in a format that's easy to understand and analyze.
Our feature allows you to quickly export your data, ensuring you meet your tax obligations.
With our user-friendly download option, you can easily compare your records and stay on top of your finances.
Accessing Your Transaction History (Web):
Accessing Your Transaction History (Web):
Sign in and Navigate to Account-> Transaction History
Select Year from dropdown
Click Export CSV
Accessing Your Transaction History (Mobile):
Accessing Your Transaction History (Mobile):
Sign in and Navigate to Account -> Transaction History
Redirect to Mobile Browser
Select Year from Dropdown
Click Export CSV
Save to Files (or Use the Share Feature to send to desired location)
