Handle your wash sales and generator your Schedule D

To download data file from T.Rowe Price:

1. Log in your T. Rowe Price trading account.
2. Click on the Account History tab.
3. Select All Trades from the Show Activity drop-down box.
4. Set a specified date range .

5. Run the report and select the entire page .

6. Copy and paste the data into 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).

    

To download data file from Terro Nova:

1. Log in your Terro Nova account.
2. Go to Client Services and click Reports tab.

3. Select Download Data .

4. Set a specific date range.
5. Select the Comma Delimited File (CSV) - Standard option.:
6. Click the download button .
7. Run TradeMax to import trade activity data from local file.

To download data file from Tradestation:

1. Log into your TradeStation trading account . 
2. From the Account Services menu, select Balances, Positions & Activity > Tax Activity. 
3. Set the desired date range of your data. 
4. Choose All from the Transaction Type drop-down menu. 
5. You can select Quicken (*.qfx) from the File Type drop-down menu. 
6. Click on the Download button.

    

7. Run TradeMax and setup a TradeStration account to import trade activity data from local file. Click Next Button 
8. In Profile Name dropdown list,select Open Financial Exchange (*.ofx,*.qfx,*.xml)

    

9. Click File Browser Button to select data file from your computer,then click Next Button

To download data file from UNX:

1. Log into your UNX account..

    

2. Set a Start and End date range for your report. 
3. Select the Comma Delimited File (CSV) option.

    

4. Click the download button.

    

5. Run TradeMax to import trade activity data from local file.

To download data file from Zecco:

1. Log in to your Zecco brokerage account.
2. Click Account Records in the Trading menu , then click Investment Data Download.
3. Set a specific data range, then click Download to Quicken.

 

4. Save the QFX file.
5. Run TradeMax to import trade activity data from local file.