Finpension

Export your Finpension transaction file and import it into Metrifly with the Finpension broker preset.

Export your transactions

1. Log in to finpension and select your portfolio from the landing page.
2. On the right, open Transactions.
3. On the transactions page, use transaction report (CSV-file) on the right to download locally or receive it by email.

The file is a CSV.

Note

The Finpension preset supports both 3a and BVG (Pillar 2) account export formats.

Import into Metrifly

In the import wizard, choose Finpension, upload your file, and review the mapping. See CSV Import for the full walkthrough.