Do you use this import method?
We would like to confirm these instructions, and update if necessary. Please contact Support if you are using this method.
Vision Financial Import Instructions:
1. Log in to your account on the Vision Financial web site.
2. Navigate to the Account Info, then Account Activity page.
3. Select a Start and End Date for your report
4. Check "Trade History", un-check "Non-Trade Activity".
5. Click on "Search/ Refresh" to run the report.
6. Click on "Save Spreadsheet" to download the report as an Excel spreadsheet (*.xlsx file format).
7. Save the Excel file to your "my documents/tradelog/import" folder.
8. Run TradeLog
9. Go to the Account tab at the top and click the from File button.
Your trades will now all be imported and properly matched.
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