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Allan Gray: Downloading the correct statement for import
Allan Gray: Downloading the correct statement for import

Downloading an Allan Gray "Fee statement" in Excel format

Elsa Stadler avatar
Written by Elsa Stadler
Updated over a year ago

Log in to your Allan Gray portal by completing your account details.

Navigate to Practice and select Data downloads

Select Fee statement from the Data file list

Confirm your navigation by selecting Generate more OR View generated reports

Select Download reports

Open the Zip file

Your requested statement should now be available

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