Investable

Currently, you cannot download your transaction history directly as a spreadsheet within the dashboard. However, you can view your full transaction history in the “Investments” section of your account.

Can I export my transaction history into a spreadsheet?

This website was prepared by Investable Wealth Management, Inc. (“Adviser”). The Adviser is registered as an investment adviser with the US Securities and Exchange Commission (“SEC”). Registration with the SEC alone does not imply a certain level of skill or training. Please visit the SEC’s website at<a href="https://adviserinfo.sec.gov/firm/summary/333290" rel="nofollow noopener noreferrer" target="_blank">https://adviserinfo.sec.gov/firm/summary/333290</a> to see the Adviser’s Form ADV and Form CRS, which contain important disclosures, including further disclosures about material conflicts of interest, risks, and limitations associated with the Adviser. If you have any questions about this website, please contact us at<a href="tel:18552326111" rel="nofollow noopener noreferrer" target="_blank">1-855-232-6111</a>. Any reference to past performance is not indicative of future results.

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