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How to download account balances

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Written by Nick Hayes
Updated over 5 months ago

Go to the Currency Balances Page

  1. Sign in to your MarTrust Account.

  2. Hover over Payments in the top navigation bar.

  3. Click Currency Balances.

    • By default, this screen shows the balances for the account you selected in My Profile.

    • If you manage multiple accounts, use the Edit button in the Account dropdown to view balances from another account (this change only applies for the current session).

Open the Download Panel

  1. In the Details column, click the document icon next to the currency you want to download a statement for.

  2. A filter and export banner will appear above the transaction list.

Set Filters (Optional but Recommended)

To refine your download:

  • Use Entry From and Entry To to define a date range.

  • Select the Download Type:

    • Choose CSV for spreadsheet use.

    • Choose PDF for a formatted report.

  • Click Search to preview results before downloading.

Download the Statement

  1. Click Download.

  2. If you only want transactions that haven’t been downloaded before, tick New Only.

  3. Click Download again.

Your file will begin downloading in the selected format.

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