This guide will provide step-by-step instructions on how to access and download your transaction summaries from FutureVault.
Step 1: Log in to FutureVault using the access link, username and password provided in the email you received from firstname.lastname@example.org.
Step 2: On your vault homepage, under All Documents, click the Tax Summaries Icon.
Step 3: Click the folder for the tax year that you would like to download your transaction summary for.
Step 4: Once you have selected a folder representing a tax year, you will see the summary in CSV format. Select the CSV document by clicking on it, then clicking the Actions bubble.
Step 5: On the Actions menu, select Download. This will download a copy of the document to your computer.