Body
In this article
How To...
This Knowledge Base Article goes over how to export a portfolio from Portfolium.
Steps to Implement
- Navigate to portfolium.com/login
- Log in using portofolium credentials
- Navigate to "Me" button
- Navigate to "Settings" option
- Select the "Privacy" tab
- Navigate to the "Download Your Data" section
- Click on the "Submit a request" link
- Wait until you receive an E-Mail saying that the export is complete
- Navigate back to "Privacy" tab and download data within the next 14 days
Contact
Submit a ticket to TCC Service Center.