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User Guide

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Index

BrokerConnect

 
The quickest and easiest way to import your trade history from your online broker is by using BrokerConnect:
 
The Account Import Button on the toolbar should be displaying the name of your broker (ex. Ameritrade Imp).
 
 
BrokerConnect:
 
  • Click the Account Import Button.
     
  • 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 (If applicable)..
     
     
  • 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.