Report center         

In the report center, you can download the statement of assets and the transactions of your portfolio. Additional reports will be added to the report center in the future.

You can download the information as a CSV file using the CSV icon. CSV is the name of a file format in which the values are separated from each other by a predetermined separation character (a semicolon, in this case). The CSV file can be opened and worked on with a spreadsheet program, such as Microsoft ® Excel.

You can display the transactions of the accounts and securities accounts in your portfolio in a time period you select, and the statement of assets can be displayed for any date you select.