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Navigation:  Import > Scottrade >


Please log in to your Scottrade account.

Click on the My Account Tab and select Account History and Transactions. Select the date range which you would like to import, set the transaction to all types and set the type of the download file to CSV. Tick the bank deposit transactions check box and click on the Go button.

It will land on another page there left click Trade History Records option. Right click on the Trade History Records and save the file.

Go back to TradingDiary Pro. Set 'Scottrade' as the import module. For detailed information read the Import Introduction chapter.

Click on the Import/Import - Scottrade Excel file menu and select the previously saved file.