Importing Prices from DST FAN Mail

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

Select the DST FAN Mail (www.dstfanmail.com) file you wish to import pricing data from. All open investments will be updated. Pricing updates are done based on matching the CUSIP recorded for each investment with the CUSIP provided in the DST FAN Mail import file.

See Also