A holdings report displays the number of securities held in your portfolio as of a specific date.
How to download your holdings report
- Log in to Console.
- Click on Portfolio.
- Click on Holdings.
- Click on XLSX beside Download.
To download the holdings report for a particular date, select the date before downloading the report.
Things to keep in mind
- You can download your holding report from April 2017 onwards through Console.
- You can convert your holding statement from Excel to PDF format.