Downloading Holdings Overview
Downloading a complete set of customer holdings gives you the ability to populate the holdings into another application, such as a reporting system, or maintain a local cache of holdings. The process to download a set of customer holdings consists of the following steps:
- Request a new export file of holdings data (optional, a previously created export of holdings data can be used if available).
- Retrieve the export record for a set of holdings data.
- Download the customer holdings.