User Guide


Import Account

Add a brokerage account to a TradeLog file by importing an existing TradeLog file:
Note: This process will import a single account data file into a multi-account data file.
  • Go to the Account menu and select Import.
    Or, click on the + tab and choose Import.
  • You will be prompted to select an existing TradeLog data file. Browse and select the data file you want to import into your multi-account file then select Open.
  • The Account Setup dialog box will appear. Complete the instructions outlined in Step 1 of the User Guide for creating a new file/account.