I think this is what you are trying to do https://account... - Intuit Accountants Community

I think this is what you are trying to do https://accountants-community.intuit.com/articles/1606502-how-do-i-import-stock-transactions-in-proc...

You might bookmark https://accountants-community.intuit.com/articles/1606506-importing-source-documents-in-proconnect-t...

Who in this industry has never heard of Charles Schwab. Amazing!

Good Luck!

Answers are easy. Questions are hard!

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