11 STEPS
1 The first step is to open CTS Software - TripMaster and with your mouse, hover Utilities
2 Click Import
3 Click the calendar to select the import date.
4 Choose the date.
5 Click the Account drop down and select the correct account.
6 Click the Import Type drop down and choose the broker import.
7 Click Browse and choose the import file.
8 Click Audit Selected File
9 Review the Error Message column for any issues.
10 Click Import Selected File
11 That's it. You're done.