CenterPoint Import Instructions:
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Log in to the Client Portal (https://precision.clearstreet.io/public/auth/login).
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View your Trades in the Client Portal.
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Select the date range you want to download, and click "Export as CSV".
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Save the CSV file to your Documents/TradeLog/Import folder. (Please note: If you get an error, click Yes to proceed and save the file anyways.)
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Run TradeLog
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Go to the Account menu at the top, and click the from File button.
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Select the CSV file that you just downloaded and click on the Open button. (Note: 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.)
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Click on the Yes button to confirm your import and save.Clicking on the No button will cancel the import.
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