Need to know

  • You are able to create a history report of all the investments made in your fund.

Step-by-Step Guide:

  • 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.