BrokerConnect

 
The quickest and easiest way to import your trade history from your online broker is by using BrokerConnect:
 
The Import Speed Button on the toolbar should be displaying the name of your broker (ex. Fidelity Imp).
 
 
BrokerConnect:
 
  1. Click the Import Speed Button.
     
  2. Enter your Customer ID and PIN that you use to log into your brokerage account online. Then enter the unique account number that you wish to import from.
     
     
  3. Select a date range by clicking one of the radio buttons as seen below. There will be different selections per broker. 
     
    Note: For some brokers similar to the example provided here, there will be a 90 day limit per import. Repeat steps A through C until all data has been imported.
     
     
Return to Importing your Trade History