- 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.