Downloading a statement

You can download statements in CSV and PDF format of each of your individual wallets e.g. your USD wallet, or you can download a statement of all of your transactions in one place.

Log in to the Verto platform.

From the left hand sidebar, select the Collect & Hold icon.

Click the Accounts section under the Collect & Hold section. Then, choose the currency which you would like to generate a statement for.

You can search for the currency if you can't find it by scrolling.

Once you've found the currency which you would like to get a statement for, choose your wallet from the list of wallets in that currency. You may only have one wallet in that currency.

Your wallet details will appear. In this window, select "Export Transactions".

The Generate Report window will appear. Choose the format which you would like your statement in, from CSV, Excel, or PDF.

Change the number of pages you would like, or the date range, if necessary. Then, click Create.

Your report will be generated and sent to you via email once ready - this usually takes less than a minute. If you have issues doing this, please raise a case via the Chat with Frank service on the Verto platform, or email support@vertofx.com.