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How to export your trades from Merrill Edge

In this article, we provide a step-by-step guide on how to export your trades from Merrill Edge.

  1. Sign in to Merrill Edge Website
  2. Click at Accounts > Download Account Data under Account Resources
  3. Select your account in (1) Choose Category or Account
  4. Select Spreadsheets and Text in (2) Choose Application
  5. Under (3) Choose Settings, select Activity, select All for Activity Filters and select your target Settlement dates
  6. Select CSV and click Download on all the files
  7. Upload the exported files in the upload box

One of the most convenient methods to add trades to Portseido is by uploading brokerage statements. Simply follow the steps above to export your trades from your brokerage account. Then, upload them to Portseido, and we will automatically process and add them to your portfolio.