After verifying a client's cashflow and taxes, you are now ready to export and share the trading plan with the client.
Exporting the trading plan
1. To export a trading plan, when you're on a client's page, click the Plan button from the Clients menu.
2. Once you're on the Plan page, scroll down to the Planned Actions section, where on the right side you'll be able to select the Download as PDF button to export the trading plan.
3. Additionally, you can export the trading plan as a CSV by selecting the download button to the right of the search bar.
Reviewing the trading plan
1. After the trading plan has been exported, you'll then have a PDF or CSV download that you can review with the client.