Expert Help and Support at 
Equirus Wealth

You can easily generate and download your Holdings Report on both the web platform and mobile app by following these steps:

For Web Users:

Step 1: Access the Holdings Report

• On the web platform, go to the Sidebar Menu.
• Click on “Reports” to expand the menu.
• Select “Holdings” from the submenu.

Step 2: View & Manage Holdings

• You will see a table displaying all your product holdings.
• If you have multiple accounts, you can switch between accounts to view different holdings.
• You also have the option to import external funds if needed.

Step 3: Download the Report

• Click on the “Export to Excel” button to download your Holdings Report.

For Mobile App Users:

Step 1: Navigate to Reports

• Tap on the User Icon at the top left of the screen.
• In the Account Information menu, tap on “Reports”.

Step 2: Select Account & Download

• On the Reports screen, select the account for which you want to download the Holdings Report.
• Tap on the Download button to save the report.