I have a client that has a Hub24 wrap account.
The investments were already split out amongst accounts 747 & 776 from 2017.
For 2018 I created a CSV file and imported approx. 900 transactions.
It has taken around a day & a half to process as a lot of the transactions are buying & selling many different investments such as units in Platinum International Fund & CBA shares etc
How have other people been dealing with clients that have a Hub24 account?