Help article

    Importing LHV transactions and accounts

    Use LHV CSV exports to bring account and transaction data into Portfellow.

    What to do

    Use this page as a quick orientation. For detailed screenshots and the latest operational steps, open the Portfellow Help Center.

    Export the relevant CSV from LHV
    Keep the original file format
    Upload it to Portfellow import
    Resolve any unmatched instruments