General Procedure:
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From the Account menu, select Activity.
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In Account Activity, choose the date range to download, then click GO.
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Once the data has displayed, click on the link to Export Data.
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This step may vary depending on your browser and settings: When prompted, Save the file to your computer. We recommend saving the file to your documents/tradelog/Import folder for best results.
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Run TradeLog and open your data file containing the brokerage account.
From the toolbar, select the broker import button for the appropriate WedBush supported broker.
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TradeLog will prompt you to select the file containing the data you downloaded. The default folder shown is documents/tradelog/Import. If you saved your downloaded file to a different location you will need to browse to that location.
Select the appropriate CSV file then click Open.
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TradeLog will import the records and prompt you to save. Click Yes to save and continue.
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