General Procedure for importing from a downloaded CSV file:
1. If you haven't done so already, there is a one-time setup on the Apex Clearing site. The instructions are identical to those for tastyworks. Click here to be taken to tastyworks for instructions and look for Accessing Apex Online
2. Click here for instructions on how to download your CSV file (also on the tastyworks website) and look for Exporting CSV Data.
3. We recommend moving your downloaded CSV file to the "documents/tradelog/import" folder.
4. Run TradeLog.
5. Go to the Account tab at the top and click the from File button.
6. Your trade records will be imported and matched, click Yes to save the imported records.