Can a Money Manager export the History of the Fund?
Modified on: Fri, 27 Oct, 2023 at 9:52 AM
Need to know
- You are able to create a history report of all the investments made in your fund.
- Go to the My Accounts tab.
- Select your PAMM Money Manager Account to open the PAMM Widget.
- Click on History.
- You are able to choose between Transactions or Requests.
- Click the Upload CSV icon to proceed.
- A download for a CSV file will start on your web browser.
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