How do I download my portfolio summary?
On the Web Platform:
- Navigate to the Home tab.
- Click on the "Download" icon at the top.
- Then generate Summary report of holdings managed by Equirus Wealth or Summary report for all holdings in your account. Then click on "Download".
- Once ready, a dialog box will appear at the bottom left—click on the "Download" button to save a copy.
On the Mobile App:
- Open the User Profile Menu.
- Tap on "Reports".
- Locate "Summary" and tap on the Download icon next to it.
- Your portfolio summary report will be downloaded automatically.
Was this article useful?
How do I download my portfolio summary?
On the Web Platform:
- Navigate to the Home tab.
- Click on the "Download" icon at the top.
- Then generate Summary report of holdings managed by Equirus Wealth or Summary report for all holdings in your account. Then click on "Download".
- Once ready, a dialog box will appear at the bottom left—click on the "Download" button to save a copy.
On the Mobile App:
- Open the User Profile Menu.
- Tap on "Reports".
- Locate "Summary" and tap on the Download icon next to it.
- Your portfolio summary report will be downloaded automatically.
Was this article useful?
