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Supported broker PDF imports

Which broker documents FolioSync can import and what type of file works best.

Common symptoms

  • You want to know whether your broker PDF can be imported.
  • The app asks for a daily confirmation or transaction statement type.
  • A new broker layout is not recognized.

What to try first

  1. 1FolioSync supports PDF imports for Munir Khanani, SFEL, AKD, BMA, KTrade, Next Capital/Finqalab, Arif Habib, and JS Global.
  2. 2For most brokers, daily trade confirmations are the best file type because they contain clear buy/sell rows.
  3. 3Some supported brokers also have transaction statement handling. If prompted, choose the document type shown on your PDF.
  4. 4Files should be original PDFs, not screenshots or scans.
  5. 5If a broker or layout is not supported, support may ask for a sample PDF so import support can be improved.

When opening a ticket

  • Attach a sample buy and sell PDF for the broker if possible.
  • Hide personal identifiers if needed, but keep broker name, table headers, and transaction rows visible.

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