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Momentum: Downloading the correct statement for import
Momentum: Downloading the correct statement for import

Downloading a Momentum statement in Excel format

Elsa Stadler avatar
Written by Elsa Stadler
Updated over 3 years ago

Visit the Momentum (MDS Online) portal in your browser and sign in with your advisor credentials.

Select the correct code on the Drop-down

Click on View under Sales

Select Consolidated statement:

Choose the correct month and scroll down to the Cash account summary:

Click on Commission/Fee and then download the file by clicking on the magnifying glass:

Save the downloaded file as .xls format.

Notes

  • If you load the statement and there is a difference between Commspace and your Bank, you'll have to download previous statements as well.

  • Sometimes there is more than one Office or Advisor to be selected from a drop-down list.

  • There are exceptions to the above steps, for example, if you have a single advisor log-in.

  • You are welcome to contact support with regards to the above-mentioned exceptions.

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