The Investor Portal allows you to view your transactions and export them into a CSV file for easy record-keeping. Follow the steps below to review or download your transaction history.
Step 1: Go to the Transactions Tab
Log in to the Investor Portal
Click on the Transactions tab
Step 2: Use Filters
Use the filters at the top of the Transactions page to narrow your search by fund or transaction type
Step 3: Export Your Transactions (Optional)
Click Export CSV
A CSV file will automatically download to your device
If you have any questions or need help at any stage, please contact your fund manager for support.