To import your trade history by using BrokerConnect (if available):
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From the Account menu, click the Broker Connect button.
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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)..
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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
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