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  2. File Import Guide

Instructions for Voyager File Import

How to import your Voyager transaction history into Cointelli

Click here for a video guide.

Step 1.

You have to submit a Tax/Transactions Request Form to obtain all transaction history. (https://research.investvoyager.com/tax/)

Step 2.

Enter the email address associated with your Voyager account.
Then check Yes on the next question.

Step 3.

Select Other (Voyager default format) for Transactions File Format.

Step 4.

Submit the form after answering the remaining questions.

Step 5.

Upload the .csv file you received from Voyager's support team to Cointelli.

(Please import the downloaded files as is, without editing the file name, extension, content, etc, to avoid errors.)

 

 

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