Download - ABSA TPFM Investment Statement
1. Sign in to ABSA business Integrator banking profile.
2. Click on Enquires in the mean header.
3. Click on TPFM in the submenu.
4. Click on Monthly Investment Account Enquiry.
5. Select the following:
- TPFM Vertical
- Portfolio Account
- Tick "Show All Client Investment Accounts"
- Select month and year. (Note: Investments Reports can only be generated for the previous month only)
5. Click Next. Report will open and you can download (export) into CSV.
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