• 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.