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