Step 1: Login to the platform.

Step 2: Once you are logged in, Select the “Your Clients” option

Step 3: Select “Vitality” for Discovery Vitality.

Step 4: Select the adviser who you want to download the client list for.

Remember to select the “Select Entity” option when you want to download this for the next adviser so that it refreshes the page.

Step 5: Click on the small “x” to download the excel statement (Bottom left side).