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How to Import Data into a Workspace via Dashboard (STD Manual Import)

Prerequisites

We assume you have all prerequisites you may need, including:

  1. If needed: the VPN is configured to access the Finmars resources
  2. If needed: access to the Virtual Machine to work with the sensitive information
  3. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
  4. Must have: having permissions set to allow continue with the Action in the Guide
  5. Must have: to create a new Workspace you must have a License Key (provided by Finmars)

*Guide Action*

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