Download Account History

Modified on Thu, May 14 at 12:51 PM

To access your full account history, please follow the steps below.

 

Using the classic dashboard:

  • From the left sidebar select "View Account History" and select the account you would like to view

  • Enter a Start Date, End Date, select Download, and "Search."


 Using the new dashboard:

  • From the left sidebar select “All Individual Accounts” 

  • Select the account you would like to view and from the left sidebar, “Account History"
  • Enter a Start Date, End Date, select Download, and "Search."

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article