April 26, 2024 13:19 Updated Follow For help importing from a broker: From the Accounts menu, click the "Help for {specific broker}" button. A new window in your browser will open, showing you the Import Guides for that specific broker. Related articles Importing from a CSV File - Charles Schwab After importing, my positions are incorrectly marked as long or short Add Account Comments 0 comments Please sign in to leave a comment.
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