Accounts held at TD Ameritrade Institutional can be linked into Portfolio Lab. With a linked account, the portfolio data is transferred automatically from TD Ameritrade every time you restart Portfolio Lab.
Please follow these steps to activate the TD Ameritrade integration.
Select Import->TD Ameritrade from Portfolio Lab main screen. To link an account:
- Select the account from the list
- Click 'Import'
- Historical balances and transactions
If you select more than one account, their positions will be grouped and the resulting portfolio will have merged positions from the accounts.