The 'export' feature allows you to export your shares register summary at any time. The share register summary export feature includes:
The new registry summary export now categorises total holdings per share class for each investor, and includes:
Investor details
Share details
First invested date for each individual share class
Share class investor has shares in
Total shares owned in each share class
Contact details for each investor
To export your register:
Click on the Register link on the left sidebar.
On the Register page, click on the 'Export' button (Image 1), and select the ' download register summary option'.
Image 1 - Export button on register
3. A CSV file of your registry summary will download and save to your computer (Image 2).
Image 2 - CSV register summary export
