Import guide
Download your member records first, then upload the file to OpenFolio for super and net worth record keeping.
Export
Steps are a guide; exact menu labels may change. Check UniSuper's current help docs if a label has moved.
OpenFolio
After you upload the UniSuper file, OpenFolio records contributions, fees and super account history beside your wider net worth records. Learn more about the net worth tracker.
Import
Related guides: Australian super funds and net worth tracking.
Questions
Follow the export steps above: Log in to your UniSuper member portal account portal, Open the transaction, activity, orders or reports area and Select the account or wallet you want to export. Upload the downloaded file in OpenFolio after checking it contains the records you want to import.
OpenFolio imports super transactions, contributions and fees from the UniSuper file you upload. The parsed preview lets you review the records before confirming the import.
Yes, when the UniSuper export flow lets you choose a date range, OpenFolio imports the historical records included in the file you upload.
OpenFolio imports the super transactions, contributions and fees included in your UniSuper export, so your super records can sit beside your wider wealth records.
Related import guides
Import AustralianSuper transaction history for superannuation tracking.
Import Rest MemberAccess transaction history for super contributions and fees.
Import PSSAP spreadsheet exports for superannuation account history.
Browse all import guides across brokers, banks, crypto, registries and super funds.
OpenFolio
Use OpenFolio to organise shares, crypto, cash, super, dividends, tax records and net worth in one place.
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