Selecting a Broker Import Filter

 
Prior to importing from a broker trade history report, a user must select the appropriate Online Broker Import Filter in TradeLog:
 
  1. Click on Options, Import Filter. Click the drop down button to make your selection. This should typically be the same as the broker for the account the data file will represent.
     
     
  2. Next select your Default Import Method. Click the drop down button and the available options for importing will be displayed. If BrokerConnect is available this is the preferred method of importing.
     
     
    To see the options available for importing from your broker, and detailed instructions, please review our Broker Support Matrix
     
  3. Click OK
     
  4. The import speed button on the toolbar should now show the name of your broker. For example, after a user selects the Fidelity import filter, the import speed button would read Fidelity Imp.
     
  5. If you are connected to the Internet, a web browser will open and take you to an instruction page that guides you step-by-step through the process of locating compatible trade history reports on your broker's web site. Please see our Broker Import Filter Support page to identify the import method and obtain further instructions if this browser does not pop up.
     
  6. Occasionally, brokers will change the format of a trade history report. As each Import Filter is specific to a report format, when changes are made we must revise the appropriate import filter and issue a software update. If you notice that the format of your trade history reports has been changed by your online broker, please submit an Online Support Request. We will investigate the change and release a software update, if necessary.