User Guide


Modify Account and Broker Information

You can change or modify account or broker information any time. Once the edits have been completed, click OK to save your new settings or Cancel to disregard any changes and keep existing settings.
Change Broker Information
- Switch Import filters can adjust how TradeLog treats broker reporting.
- Change method trades are imported from brokerage firm. Either choose a default method in the list or opt to select your import method each time you press the import button.
Change Account information
- Edit descriptive name of account
- Choose a different account type
Note: MTM (Taxable) only available with TradeLog subscription that includes MTM support.