Import Positions Dialog Box

1. In the File Name box, click the magnifying glass icon to browse for the import file. Select the file you want to import and click Open. The file path is displayed in the File Name box.

2. Click the Import button to start extracting the data into the import blotters where you can review prior to posting to the client accounts.

3. Click Cancel to exit the screen without making changes.

See Also

Importing Positional Accounts