1. Navigate to the Accounts Page
Click on Accounts in the left-hand navigation sidebar to view your list of connected portfolios.
2. Open the Actions Menu
Locate the toolbar at the top right of the accounts list (next to the "Sync All" or "Connect" buttons). Click the down arrow icon (▼) to reveal the bulk actions menu.
3. Select "Export Accounts"
From the dropdown list, click on Export Accounts.
4. Configure and Download
A modal will appear with export options:
Standard Export: Leave the checkbox unchecked to get a standard list of your connections.
Export in Input Format: Check this box if you need the file to match Cryptoworth's specific bulk import template. This is ideal if you plan to edit the file and re-upload it later.
Click the blue Export button.
5. Check Your Email
Once you click Export, the system will begin processing your request. The CSV file will not download immediately; instead, it will be sent to your registered email address once the file is ready. Please check your inbox (and spam folder) for the download link.