To download data file from Southwest Securities:
  1. Log into your Southwest Securities trading account.
  2. Go to the customer reports section.
  3. Select View Trade Reports and click on the latest Trade report.
  4. Select the entire page or report table.

    Please make sure you select the field name header line.

  5. Click Edit>Copy in web browser.
  6. Paste into a Excel document, then save it as XLS file.
  7. Run TradeMax to import trade activity data from local file. Click Next Button  
  8. In Profile Name Dropdown list,Please select Profile Wizard(*.xls).