Importing With BrokerConnect

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.