Importing Prices from Ameritrade

This dialog is available in the Advisor version from the File / Import / Prices / Ameritrade... menu command.

Select the Ameritrade file you wish to import pricing data from. Ameritrade Advisors can download pricing, transaction, and position data files from Ameritrade's web site. Pricing data is contained in the Sccyymmdd.DAT file.

All open investments will be updated. Pricing updates are done based on matching the symbol recorded for each investment with the symbol provided in the Ameritrade import file.

See Also