TradeMax supports importing data form the following brokers.
The brokers who support import type OFX server, can get import trade history from online brokerage in a fast and easy manner.
With the help of TradeMax’s Import Profile Wizard function, you can import csv,excel files with unknown column header.
Column Header | Import Type | Link | Detail |
Ameritrade | OFX Server ,CSV | http://www.tdameritrade.com/welcome1.html | Click Here |
American Century Investment | OFX Server ,CSV | https://www.americancentury.com/index.jsp | Click Here |
Ameriprise Financial service | OFX Server ,CSV | http://www.ameriprise.com/default-home.asp | Click Here |
Brown Co | OFX Server ,CSV | https://us.etrade.com/e/t/home | Click Here |
Edward Jones | OFX Server ,CSV | http://www.edwardjones.com/index.html | Click Here |
Fidelity Investment | OFX Server ,CSV | https://www.fidelity.com/ | Click Here |
Fidelity Netbenefit | OFX Server ,CSV | https://www.fidelity.com/ | Click Here |
Penson Financial | OFX Server ,CSV | https://online.penson.com/ | Click Here |
Schwab | OFX Server ,CSV | https://www.schwab.com/ | Click Here |
ScotTrade | OFX Server ,CSV | http://www.scottrade.com/ | Click Here |
BOA Investment | OFX Server ,CSV | www.baisidirect.com | Click Here |
E-Trade | OFX Server ,CSV | https://us.etrade.com/ | Click Here |
Harrisdirect | OFX Server ,CSV | https://www4.harrisbank.com | Click Here |
OptionsXpress | OFX Server ,CSV | http://www.optionsxpress.com/ | Click Here |
OppenheimerFunds | OFX Server ,CSV | http://www.opco.com/ | Click Here |
RBC Dain Rauscher | OFX Server ,CSV | http://www.rbcwm-usa.com | Click Here |
Robert W. Baird | OFX Server ,CSV | http://www.rwbaird.com/ | Click Here |
Vanguard | OFX Server ,CSV | http://www.vanguard.com/ | Click Here |
Merrill Lynch | OFX Server ,CSV | http://www.ml.com/ | Click Here |
Morgen Stanley Smith Barney | OFX Server ,CSV | http://www.morganstanleysmithbarney.com/ | Click Here |
Morgen Stanley ClientServ | OFX Server ,CSV | https://www.morganstanleyclientserv.com/default.aspx? | Click Here |
T.Rowe Price | OFX Server ,CSV | http://corporate.troweprice.com/ | Click Here |
UBS | OFX Server ,CSV | http://www.ubs.com/ | Click Here |
USAA | OFX Server ,CSV | https://www.usaa.com/inet/ent_logon/Logon | Click Here |
Wells Fargo | OFX Server ,CSV | https://www.wellsfargo.com/ | Click Here |
Wells Fargo Funds | OFX Server ,CSV | http://www.wellsfargoadvantagefunds.com/ | Click Here |
Interactive Broker | CSV, TXT, etc | https://www.interactivebrokers.com/ | Click Here |
Tradestation Security | CSV, TXT, etc | http://www.tradestation.com | Click Here |
TradeKing | QFX, CSV , TXT, etc | http://www.tradeking.com | Click Here |
Assent LLC | CSV, TXT, etc | http://www.etgtrade.com/ | Click Here |
Bank of America | CSV, TXT, etc | http://www.baisidirect.com/ | Click Here |
eRegal Discount Security | CSV, TXT, etc | http://www.eregal.com/ | Click Here |
ETG LLC | CSV, TXT, etc | http://www.etgtrade.com/ | Click Here |
Folio FN | CSV, TXT, etc | https://www.foliofn.com/ | Click Here |
Goldman Sachs | CSV, TXT, etc | http://www2.goldmansachs.com/ | Click Here |
Investrade | CSV, TXT, etc | http://www.investrade.com/ | Click Here |
JPR Capital | CSV, TXT, etc | http://www.jprcapital.com/ | Click Here |
Lightspeed | CSV, TXT, etc | http://www.lightspeedtrading.com/ | Click Here |
Mastertrader | CSV, TXT, etc | https://online.penson.com/ | Click Here |
MB Trading | CSV, TXT, etc | https://online.penson.com/ | Click Here |
NinjaTrader | CSV, XLS, etc | http://www.ninjatrader.com | Click Here |
Optionshouse | CSV, TXT, etc | https://www.optionshouse.com/ | Click Here |
SogoTrade | CSV, TXT, etc | http://www.sogotrade.com/ | Click Here |
Southwest Securities (SWS) | CSV, TXT, etc | http://swst.com/ | Click Here |
Spear, Leeds& Kellogg | CSV, TXT, etc | http://www.slk.com/ | Click Here |
Terra Nova Trading | CSV, TXT, etc | http://www.terranovatrading.com/ | Click Here |
Thinkorswim | CSV, TXT, etc | https://www.thinkorswim.com | Click Here |
tradeMONSTER | CSV, TXT, etc | https://www.trademonster.com/ | Click Here |
UNX | CSV, TXT, etc | http://web.unx.com/ | Click Here |
Zecco | CSV, TXT, etc | http://www.zecco.com/ | Click Here |
Other Imports | |||
Excel or CSV,TXT | XLS,CSV,TXT.etc | File From your own computer(Profile Wizard) | Click Here |
Ofx format(*.ofx) | *.ofx | Ms-money or Your broker provide you ofx file | |
Quicken(*qfx) | QFX | Log in to Quicken Software to download the data | |
Quicken(*qif) | QIF | Log in to Quicken Software to download the data | |
MetaTrader(*.htm) | Detailed Statement | Log in to MetaTrader Software to export the DetailedStatement html file | Click Here |