Note: Your specific Broker was selected when you created your data file - see step 1 of the User Guide.
To view or change the broker import filter:
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First select the Account Tab for the specific account.
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From the Account menu, click Edit Account.
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Click the drop down button on Broker Name to make your selection.
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Click OK
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In the Account menu, under the Import Trade History section, the "Help for {specific broker}" button should now show the name of your broker. For example, after a user selects the Fidelity import filter, the button would read Help for Fidelity.
Additional Notes:
Occasionally, brokers will change the format of a trade history report. As each Import Filter is specific to a report format, when changes are made we must revise the appropriate import filter and issue a software update. If you notice that the format of your trade history reports has been changed by your online broker, please submit an Online Support Request. We will review the change(s) and release a software update, if necessary.
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