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.
- Click the Upload CSV icon to proceed.
- You are able to choose between Transactions or Requests.
- Click on History.
- Select your PAMM Money Manager Account to open the PAMM Widget.
- A download for a CSV file will start on your web browser.