How to get your Pathfiner data
You will need to request your data from your Pathfinder BDM
You will need to request your data from your Pathfinder BDM or if you download from the Pathfinder portal for advisers, you must check and make sure that the columns in your source file, match the columns in the sample file attached to the bottom of this article.
If you request your data from your BDM, it is advisable to check the file to make sure it has the same header rows, in the same order. You can download a sample file below.