Guide to Viewing and Exporting Transactions from the Justwealth Client Portal

Follow these steps to view or export past transactions from your Justwealth accounts via the Justwealth Client Portal.

Justwealth Team
6 steps
55 seconds

Justwealth

Navigate to <https://justwealth.com>

Click "Account Access" near the top right of the home page

Click "Client Portal"

Enter your "Email Address" and "Password" , and click"LOG IN"

Click "Transactions" on the left hand side of the page

You will be presented with a list of all your historical Justwealth transactions. You can press "Export to CSV" to download a comma separated values file of your transactions, which you can then open in the spreadsheet of your choice for further analysis.