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Introduction to Uphold
Uphold was launched in 2015 and built on the idea that everyone should have access to safe, fair, and affordable financial services. It is a global company, and serves 184 countries around the world. Users can trade over 80 currencies, both crypto and fiat, and also can trade commodities. Uphold has an “anything-to-anything” trading model which allows users to exchange almost any currency for any other currency.
How to export your Uphold transaction history
File import
You can import Uphold transactions into Divly by downloading and importing a CSV file. Make sure to download the CSV file every time you want to include the latest transactions.
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Sign in to Uphold.
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In the navigation menu, select Activity.
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Click on the document icon next to Activity and then click Generate Report.
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An email will be sent to you with a Download button that allows you to retrieve a CSV file. Download the file.
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In Divly, drag and drop the CSV file to where it says Upload CSV. Divly will import the transactions.
If you have any issues with calculating your Uphold taxes, feel free to contact our support team which is available via the online chat on the bottom right hand corner of our website. Good luck!
Any tax-related information provided by us is not tax advice, financial advice, accounting advice, or legal advice and cannot be used by you or any other party for the purpose of avoiding tax penalties. You should seek the advice of a tax professional regarding your particular circumstances. We make no claims, promises, or warranties about the accuracy of the information provided herein. Everything included herein is our opinion and not a statement of fact. This article may contain affiliate links.