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Importing from FundzMagic

edited July 2014 in Advisor
Steps to get the statement from FundzMagic software: 

1. Click on Folio Ledger Report 
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2. Select Folio No and select Investor Name 
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3. Transfer selected folios to right hand side window
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4. Click 'Preview Report'. Report will be generated
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5. Click export to save report in PDF format
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6. In MProfit, goto the import window and under Mutual Funds select "FundzMagic - Folio Ledger Report"
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