To export your transaction history using Transfer Vault, follow these straightforward steps:
Access Your Client Portal: Log in to your Transfer Vault account.
Navigate to History: Go to the 'History' tab within your Client Portal.
Select Account and Date Range: Choose the account for which you want to view the transaction history. Set the desired date range to filter the transactions.
Export Transactions: Once your date range is set, click on 'Export'. You can download your transaction history in PDF, CSV, or SWIFT MT940 format.
By following these steps, you can conveniently manage and export your transaction records using Transfer Vault.
Do you require any additional help?
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