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How to download your portfolio plan

(Important Note: Only works for plans made before 2019)

  1. After logging in, locate and click on the “Plans & Reports” tab found on the left-hand side of the panel.
  2. Inside the “Plans & Reports” tab, you’ll find a list of your account’s plans and reports.
  3. Each entry displays the upload date, type, and provides options to either download or delete.
  4. To download a plan, simply click on the “Download” option and wait a few moments.
  5. The downloaded file will initially be in a web-based format, so ensure a stable internet connection during the download.
  6. After downloading, you may choose to save it directly to your device.

 

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This following document sets forth the Privacy Policy for this website. We are bound by the Privacy Act 1988 (Crh), which sets out a number of principles concerning the privacy of individuals using this website.

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Changes to this Privacy Policy

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