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Copy & Paste

Use this upload setting if you have your data in a spreadsheet. Copy from the spreadsheet or file and paste it directly into the Copy & Paste box.

The data must include columns with headers that correspond to the available data specifications for that upload data set. For example, a Copy & Paste data set might look like:

Account Number,Primary Advisor,Custodian
999-1234,Melvin Dove,Schwab
999-0246,Melvin Dove,Schwab
999-1357,Melvin Dove,Schwab

You'll see the Copy & Paste box when you set the Data source to Copy & Paste.

For more information, see Understanding Bulk Data Uploads.