Historical File Upload

To upload and process archived data files:

1. From Integrations > Data Sources → Under Integrations, Select a Custodian:

2. Under 'Upload Historical Files' → Select Advisor Code from the dropdown menu

Note: The dropdown menu does not appear for SSG advisors and those with one advisor code.

3. Click 'Upload Files' → Select files to upload → Open.

The files will begin the uploading process. The 'Ready' status indicates the upload has completed.

4. Click 'Process Files' to begin processing the data files.

The 'Done' status indicates processing of the file has completed.