Export Account Data in Export Group

To export the rate data for specific accounts included in an Export Group, do the steps:

  1. Select Rates & Fees from the sidebar menu.
  2. Select the Export Rates tab.
  3. Select an Export Group in the left panel.
  4. Select a Date Range from the list of options.
  5. Select one or more accounts from the list in the right panel.
  6. Click the Export button in the right panel to export the date for selected accounts.

TIP: You can select the Export button in the right top area of the table to export all account rates in a single ZIP file.