Hello, is there anyway to download the family holdings in excel sheet like we download the CSV report from the console. I am currently not able to see this option. Can anyone pls guide on how we can download or if this feature is not available can I request for one? Thanks!
This is currently not available on Console. We’ll look into it; thanks for the feedback.
a simple export feature will really help as it gives a view across all accounts. thank you.
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