 At any time after you have logged in, you may download some or all of the account holdings and transaction history information. The Download Data menu option is used to access this feature. Currently, account information can be downloaded in either CSV (comma seperated values), Excel, or fixed length format.
To download account information you would first select what information you want to download and the desired format. 
You would then select the accounts for which you want account holdings or transaction history data and click the download button. 
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