Handle your wash sales and generator your Schedule D

To download data file from BOA Investment:

1. Log into your BOA account.
2. Click Account Info and History.
3. Set a specific time range.
4. Click the Display History button.
5. After the report displayed, select the report table or the whole page.
6. Copy and paste the report data to a Excel document and save it as XLS file.
7. Run TradeMax to import trade activity data from local file. Click Next Button 
8. In Profile Name Dropdown list,Please select Profile Wizard(*.xls).