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.
Step 1
Log in to the Verto platform.
Step 2
From the left hand sidebar, select the Collect & Hold icon.
Step 3
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.
Step 4
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.
Step 5
Your wallet details will appear. In this window, select "Export Transactions".
Step 6
The Generate Report window will appear. Choose the format which you would like your statement in, from CSV, Excel, or PDF.
Step 7
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.
Additional Resources
What global and local accounts can I get