Importing from a XLS file - Cobra Trading (Wedbush Sungard)

In October 2018, Cobra changed their back office system from Wedbush Beta to Wedbush Sungard. These instructions are for the new Sungard back office.

Note: you MUST have Excel 2007 or newer installed on your computer to use this import filter. If your computer is a MAC and you are using a virtual machine, Excel must be installed on the virtual machine (not the MAC).

1) Log into the Wedbush Client Link web site

2) From the Dashboard screen, click on Account.

3) Then, click on the Activity Tab.

4) Click the Excel shortcut to export data to Excel.  
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5) Save the Excel file to your Documents/TradeLog folder. (Please note: If you get an error, click Yes to proceed and save the file anyways.)

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