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How to view or download the funds statement?

To view or download the funds statement on Console, follow these steps:

  1. Click on Funds.
  2. Click on Statement.
  3. Select the Category.
  4. Select the date range and click on View.
  5. The statement can be downloaded in XLSX or CSV format by clicking on Download XLSX|CSV.

To learn more about the entries on the funds statement, see What do these funds statement entries mean?