To import your trade history by using BrokerConnect (if available):
From the Account menu, click the Broker Connect button.
Enter your Username and Password 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, or input the date range. There will be different selections per broker.Note: For some brokers, there will be a 90 day limit per import. Repeat steps above until all data has been imported.
Return to Importing your Trade History