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You can export account balances for use in other software applications that accept CSV (Comma-Separated Values) files.
Did you know?
You cannot export account balances for an account displaying the message Balance unavailable. This is a temporary situation and should not take long to rectify. Refreshing the screen will retrieve the account balance if the situation has been resolved.
How to export
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To access your account balance information from:
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roll your cursor over account info. on the main menu and select Account summary from the drop down list |
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within the account info service
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click the Account summary sub-menu option
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Click the Export data link above the available balance column
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Save the file to your nominated location.
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