Import Broker Statements

TEdec imports 90 to 95% of your transactions from your Broker Statements!

The Broker Statement Import feature allows you to import your broker statements directly into TEdec. This feature requires you to have the TEdec Unlimited System and subscribe to the ESI CUSIP file containing over 97,000 Equity CUSIPs.

All you need is a Excel or .CSV file from the Broker. TEdec can read the file and create most of the transactions for sales, purchases, fees, dividends and interest.

Broker Statement-Import ScreenAt this time, the TEdec Broker Statement Import can import transactions from the following Brokers:

We are actively working to add more brokers.

The Benefits to your firm:

  • Reduce data entry time for broker statements!
  • Reduce time to confirm cash balances!

If you would be interested in learning more about this time saving import, please call us at 716-938-9137, Monday – Friday, from 8:30 am to 4:00 pm, Eastern Time.

Additional contact information is available on our Contact Us page.

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