An Exchange broker should be added for uploading broker statements
Note: To add an Exchange broker to an Internal company , first add the broker as a relation.
| • | Scroll to the Exchange broker accounts section and select Add new record. |
| • | Select an exchange broker from the drop down list. |
| • | Fill in a number for the order that record should appear when selecting a broker in list. |
| • | Select first the green check mark and then the Save and close buttons to commit. |