- Log into your Southwest Securities trading account.
- Go to the customer reports section.
- Select View Trade Reports and click on the latest Trade report.
- Select the entire page or report table.
Please make sure you select the field name header line.
- Click Edit>Copy in web browser.
- Paste into a Excel document, then save it as XLS file.
- Run TradeMax to import trade activity data from local file. Click Next Button
- In Profile Name Dropdown list,Please select Profile Wizard(*.xls).