1. Login to the Brokerage WebSite
  2. Click on History
  3. Select Cash Operations Tab
  4. Press on Export Button
  5. Select Required Date Range (from date of opening brokerage account in case you are create new portfolio)
  6. Select Full Report, Excel file format.
  7. Press on Export Report Button

If this information is incorrect or you have a more detailed instruction please let us know at support@snowball-analytics.com. It will help other users a lot, thank you!