Investments - CVS download
It's been a year since I last asked about being able to download our personal investment data to our home computers. Looking for updates on the progress of that request.
It's available for bank transaction and was available with Mint. Any updates ??? I'm at a complete loss as to why it is taking so long.
It's been voted on since November 2023, to no avail. Can anyone check with the "headshed" and offer a timeline ?
Comments
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@neon45, thanks for posting your inquiry to the Community!
Although I'm not sure what specific investment data you're looking to download, we do have a few Idea posts requesting the ability to export various aspects that I'd definitely recommend checking out:
As soon as we have any news to share on these requests, it will be posted to the Idea post, so please be sure to follow along there for updates! You can also post comments to express your interest so it can be reviewed by our product team. As of right now, we have not been given any updates to share for these specific requests.
I hope this helps get you pointed in the right direction!
-Coach Natalie
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Thanks… It's still disconcerting, having Simpilfi, the paid keeper of my financial records, not allowing me to have my financial records in my custody.
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