PSFS Offering | Funds - Export: How to export a list of your funds including the Fund ID

How to export a list of your funds including the Fund ID

  1. Go to the Funds page.
    • Using the Navigator Bar, select Funds.
      -or-
    • Using the Funds Card, select Go to Funds.
  2. At the right-side of the Funds page click the Export icon to generate a list of funds with Fund ID Codes:
    • Click the export button in the upper-right section of the screen
    • Fund ID Codes are listed in Column A in the exported Excel worksheet (see lower image)

 

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