Folio FN

FolioFN Import Instructions:

General Procedure:

1. Log on to the FolioFN online trading web site and go to the Download Center.

    

   

    

2. Select the appropriate year and click the Download File button:

    

   

    

3. Select a date range for your trade history and click Download Now.

    

   

    

4. Save the file to your hard drive.

   Save it to your "C:\My Documents\TradeLog\import" folder.

    

5. Run TradeLog®.

    

6. Click the FolioFN Imp button on the toolbar.

    

7. A File Open window will appear. Select the appropriate QIF import file and click on the Open button.

    

8. When prompted to save your imported trades, click YES.