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Download a Transfer's Details

You can download a specific transfer's details as a PDF.

  1. From the top navigation bar, select your balanceTransfers.

    • While on the Transfers screen, search or filter for a specific transfer.

  2. Hover over the table row for that transfer, then, at the right end of the row, select [More] vNext [More] → View.

  3. At the bottom of your screen, select Download PDF.

    Screenshot_2025-08-28_at_17_54_01.png

Download multiple transfers' details

You can also download a CSV of multiple transfers.

  1. While on the Transfers screen, filter for specific transfers.

    • The filters you choose will determine which and how many PFTs will be included in your CSV file.

  2. Select [Download] v2 [Download], located near the top-right corner of the table. A CSV file with all the present rows of PFTs will begin downloading.

    Screenshot_2025-08-28_at_17_58_34.png

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