The import uses a standard Excel or CSV file format with a ticker symbol followed by asset balance or weight on each row, and you can download
sample CSV files (example # 1, example # 2) showing the import data format.
The majority of lines in
this sample CSV were replaced by a single... line for visual brevity.
Not exact matches
District Account Administrators can download a
Sample School / District
CSV, which allows for a bulk upload of all teachers and students within a school, multiple schools or an entire district.