Importing Prices from TD Ameritrade

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

Select the file you wish to import pricing data from. Advisors can download pricing, transaction, security, and position data files from TD Ameritrade's web site. When downloading, choose the "TD Ameritrade" generic format option. Pricing data is contained in the ADyymmdd.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