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North American Software, Inc.

Firm Imports

In Broker's Helper and Investment Advisor's Helper, we offer an import program that will import client names and addresses, account numbers, initial holdings, daily transactions, and prices.  Listed below are the firms and clearing houses who have an active relationship with our company, and whose downloads can be imported into our programs:

Salomon Smith Barney
UBS/PaineWebber
NFS (National Financial Services)
Prudential (Wexford)
TD Waterhouse
Wedbush Morgan (coming soon)
Dain Rauscher (v5.0 only)
Raymond James
Linsco Private Ledger
Pershing
DST FANMail
Charles Schwab

If your firm or clearing house is not listed above, we recommend that you sign up for automated pricing updates from DialData.  Here's more information on pricing services, and how they work.

go to Helper Help index page

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