Importing from a CSV File - Investrade

PLEASE NOTE:

Investrade has a new and much better way of getting their trade history using downloadable files from Hilltop Securities.

Hilltop Securities Trade Activity Import

General Procedure:

1. Log in to your Hilltop Securities account here: Hilltop Securities (fisglobal.com)

2. Select Basic Accounts, then click on the ACTIVITY tab.

3. Enter the relevant dates for the trade history, then click APPLY.

4. Click on the download button at the top of the page. 

5. An Export Data window will popup. Click the Save button to begin the download.

6. Make sure you save your file to your "c:\my documents\TradeLog\import" directory.

7. Run TradeLog and make sure the Investrade import filter is selected.

8. Go to the Account tab at the top and click the from File button.

9. Select your Hilltop Securities CSV file and click on the Open button.

10. Click on the Yes button to confirm your import and save to disk. Clicking on the No button will cancel the import.