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Export your register

Learn how to export your register

Victoria Tran avatar
Written by Victoria Tran
Updated over 2 years ago

The 'export' feature allows you to export your shares register at any time. The export includes information for each transaction on the register, including:

  • Investor type

  • Investor Name

  • Tax file number

  • Beneficially held status (Yes/No)

  • Address

  • Transaction Date

  • Share Class Code

  • Price Per Share

  • Quantity

  • Amount Paid

To export your register:

  1. Click on the Register link on the left sidebar.

  2. On the Register page, click on the 'Export' button (Image 1). You will need to have at least one transaction in your register for the 'export' button to be activated.

Image 1 - Export button on register

3. A CSV file of all transactions in your register will download and save to your computer (Image 2).

Image 2 - CSV register export

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