Importing Prices from SchwabLink

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

Select the file you wish to import pricing data from. Pricing, transaction, security, and position data files can be generated from SchwabLink. Pricing data is contained in the CSmmddyy.PRI 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 import file.

See Also