You can change or modify account or broker information any time. Once the edits have been completed, click OK to save your new settings or Cancel to disregard any changes and keep existing settings.
To open the Account Setup dialog box in your TradeLog file:
Select the Account Tab for the brokerage account you wish to edit.
Go to the Account menu and select Edit.
Or, right-click on the Account Tab and choose Edit.
The Account Setup dialog box will appear for editing.
Change Broker Information
- Switch Import filters can adjust how TradeLog treats broker reporting.
- Change method trades are imported from brokerage firm. Either choose a default method in the list or opt to select your import method each time you press the import button.
Change Account information
- Edit descriptive name of account
- Choose a different account type
Note: MTM (Taxable) only available with TradeLog subscription that includes MTM support.