How to import Selfwealth transactions

1. Export CommSec Transactions

Importing Selfwealth transactions is a semi automated process. The process is simple and quick. You can follow the guided video process. 

  1. Log into your Selfwealth Account
  2. Click Trading account
  3. Click Reports
  4. Untick “Include Interest” & “Include Dividends”
  5. Set the report time period, and the transactions will appear
  6. Click Export Rows > As CSV