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How do I import my Citibank mutual fund transactions?

edited April 2014 in General
You can import all your mutual fund holdings via an HTML file from Citibank.

1. Visit to login to your Citibank account
2. Click "Investments"
3. Click your Mutual Fund account number
4. Click "View Performance of my Funds"
5. Provide the date range for which you want your mutual fund transaction report
6. Save this HTML report on your desktop and import using the Citibank - Mutual Fund Transactions template

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