Scottrade

Scottrade Import Instructions:

TradeLog supports two different methods of importing your trade history from Scottrade (select a method for detailed instructions):

• brokerConnect Import

• Import from CSV File

PLEASE NOTE:

In their trade history reports Scottrade uses option symbols for option trades rather than option descriptions.   Therefore, when manually entering your open option positions from last tax year, you must enter them using the proper option symbol so that TradeLog can properly match them with the closing positions upon import.