Importing Trades in C5 Dashboard

Dashboard | C5[Demo Securities & Asset Limited]

  1. 1. Click on the highlighted menu icon

    Click on the highlighted menu icon
  2. 2. Click on Tools

    Click on Tools
  3. 3. Click on Trade Import

    Click on Trade Import
  4. 4. Click on New Trade Import

    Click on New Trade Import
  5. 5. Upload trade file

    Upload trade file
  6. 6. Add a "Comment"

    Add a "Comment"
  7. 7. Click on Save/create button to upload successfully

    Click on Save/create button to upload successfully