T. Rowe Price Import Instructions:
PLEASE NOTE:
The T. Rowe Price import filter does not read Options. If you have options, please contact Support for help.
General Procedure:
1. Log in to your T. Rowe Price account and go to Transactions.
2. Select the time period and individual account that you need to download, then press the Download button. Save the CSV file to the documents/tradelog/import folder.
3. Run TradeLog.
Note: If you have not already done so you will need to select the appropriate import filter. Please See: Selecting a Broker Import Filter.
4. Go to the Account tab at the top and click the from File button.
5. Select the CSV file you downloaded from your broker and click Open. A confirmation window will appear. Click YES to save the imported data.
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