• We are not licensed to assist you in completing any tax forms.
  • This method is only available via Desktop Computer. 

Let's go through the process:

> Click the 3 horizontal lines on the top right of your Vital Markets Dashboard. 

> Select Accounts.

> Click the Account View that you wish to extract the data from.

> Scroll down and choose dates, then you will be able to export your account history. 

> Select Export Type CSV. ( Additional method will be available soon ) 

> Click Submit.

> The Excel document will be downloaded automatically.