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How do I import JM Financial MF Transaction Report from subbroker login in MProfit ?

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  • How do I import JM Financial MF Transaction Report from subbroker login in MProfit ?

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    1. Login to JM Financial Backoffice.


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    2. Click on Primary and Select My Transaction Report.


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    3. Select all details and click on Generate Report.


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    4. Click on Excel icon to export the file.


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    5. File will be downloaded in excel format. You need to open the excel file and save as "Excel 97-2003 workbook" format.


    6. From MProfit Software use "JM Financial - Transactions Report - Excel" Template to import it.


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    7. Here is the image of the sample back-office file from JM Financial.


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    Last edited by Shweta Rathod; 10-12-18, 10:34 AM.
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