Broker Sync page 2

On this page, you are asked to select which broker you want to import data from. If you have not already done so, please double-check that you have your broker's login information handy; you will need to enter it on the following page, after selecting your broker.

  • Charles Schwab - Manual Import only.
  • Fidelity - Fidelity Login and password required.
  • Siebert - Siebert Account number required.
  • Interactive Brokers - Token, ID and Account number required.
  • E*Trade - E*Trade login, password and 2-step authentication.

 

Also on this page is a reminder that myICLUB can recognize and apply member payments if your club has set up the site to recognize payments based on a certain number of cents at the end of the payment.

The cents method allows clubs to set that members will make payment amounts that end in a certain number of cents; do this and the site will recognize imported payments that match what you have set up, and apply the payments to the members.
Read more about this on the FAQ page at https://www.myiclub.com/faq/article.aspx?id=847
or set it up for your club by going to Accounting > Utilities > Member payment cents method while signed in to your club.