You can export transactions to a Comma Separated Value (aka CSV) file within the Empower Personal Dashboard web application using the following steps:
- Click on 'Overview, then 'Transactions'.
- Click on the CSV button ('CSV' surrounded by a circular arrow), which is to the right of the 'Search transactions' field in the screenshot below:
- Please note that the data that is exported will depend on the date range and account types you've selected.
- For example, if you have the date range set to '90 days', and you select the 'Investment' tab (above the "Search transactions" field in the screenshot above), we will only export the most recent 90 days' worth of transactions for your linked investment accounts.
- Please note that the data that is exported will depend on the date range and account types you've selected.