Importing from a CSV File - APEX Clearing – TradeLog Software

APEX Clearing Import Instructions:

Log in to the APEX Clearing web site (www.apexclearing.com)
Click on APEX ONLINE MENU and select Account Summary
Scroll down the Account Summary page to the Activity section

and click on the Activity Details button on the right side.
Select your account from the Account Number box,
enter a Start Date and End Date, and click the Submit button.
Your report will display below.
Click the Export to CSV button to download the report.
The Windows Save As dialog will popup.
Select your Documents/TradeLog/Import folder from the drop down box,

and click the Save button.
Run TradeLog.
Go to the Account tab at the top and click the from File button.
Select the Activities.csv file that you just downloaded and click on the Open button.
Click on the Yes button to confirm your import and save to disk.

Clicking on the No button will cancel the import.

Importing from a CSV File - APEX Clearing