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General Procedure:
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Click on Accounts & Trade and select Portfolio
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From the Select Action drop down dialog box select History.
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Select the appropriate Time Period and click the Display History button.
(Make sure the Sort Order is by Date)
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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.
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Copy the report data to the Windows clipboard
Edit, Copy (or Ctrl-C shortcut).
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Run TradeLog.
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Click on the Fidelity Imp speed button and a popup dialog box will ask whether you want to import using brokerConnect or to import from the Web. Click NO to import from the web.
Note: If you already selected a default method of importing when creating your file, this box will not appear. Please move on to the next step.
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Your trades will be automatically imported and matched.
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