mhj3.com Home | Investor's WorkStation Home | Back  | Next

Download existing investor portfolios from a custodian.

Download updated files.

Repeat the portfolio management process as needed.

In most cases file formats and import procedures are standardized.

For example I use TD Waterhouse and I access my account files from their VEO Website. After entering my name and password, I can download my accounts and upload them to Investor's Workstation.

In the event your Internet/custodian source for accessing your accounts is not currently compatible with Investor's WorkStation, we will modify Investor's WorkStation to adapt the program to your situation for a programming cost no greater than $250.00 per custodian.