Step 1: Download Account Data From Brokerage
Optional, but very helpful. You can also just manually transfer it into a spreadsheet
Step 2: Choose Spreadsheet
It will look different in every brokerage
Step 3: Choose Type of Data (Holdings/Dividends)
Step 4: Open Downloaded Data in Spreadsheet Editor
Step 5: Change to the Correct Format
The formatting is explained in the Bulk Upload Guide. This shows the format for uploading bulk stocks.
Step 6: Save As a CSV File (Comma delimited)
