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Index

Southwest Securities

 
Southwest Securities Import Instructions:
 
NOTES:
 
General Procedure:
 
  • Log on to your online trading web site and go to the customer reports section.
     
  • Select "View Trade Reports" and click on the latest Trade report. (ie: Trades-000809.txt)
     
  • A new browser window will open with your Margin report.
     
    PLEASE WAIT FOR REPORT TO FINISH LOADING!
     
  • Use Edit, Select All (Ctrl-A shortcut) to select the entire page.
    ... or ...
    Use your mouse to select the report table.
     
    Please make sure you select the field name header line.
     
    For tips on selecting a report table with your mouse see: Selecting a report table with your mouse
     
  • Copy the report data using your web browsers Edit, Copy  command (Ctrl-C keyboard shortcut).
     
  • Run TradeLog
     
  • Click on the SWS Imp speed button and your trades will be automatically imported and matched.