Import from CSV File

 
General Procedure:
 
  1. Log on to your Scottrade account and Click on the My Account Tab
    and select Account History and Transactions.
     
     
  2. Click Select Date Range and then set Start Date and End Date for the report, then click the GO button.
     
     
  3. Click the Export to Excel link,
     
     
    Note: If the csv file opens in your web browser, or opens in Microsoft Excel, rather than receiving a prompt to download and save, then there is likely a problem with your Windows file associations for csv files. For instructions on how to fix this click here
     
  4. Select Save
     
     
  5. Save the report csv file to your "c:\my documents\tradelog\import" directory.
     
     
  6. Run TradeLog
     
  7. Click on the Scottrade Imp speed button and a file Scottrade Import dialog box will appear.
     
     
  8. Select the file you just downloaded and click the Open button.
     
  9. Your trades will be automatically imported and matched.
     
  10. Click Yes to save your imported records.