online broker account |Form 8949 Capital Gain & Wash Sales calculator software

Import Trades from Brokerage Account


Option 1: Import Trades from Brokerage Account

If the security trader holds online brokerage account, TradeMax provides an easy wizard to import trades from brokerage account.

  1. Select Import Trades from Brokerage Account from the pop-up dialog.
  2. Function Description
    Account Select an account to import your data
    Trade Range Automatically display the date range of existing trades in the current account
    Mode If you already have a user name and password of the selected account, select I want to connect to ***. I have a *** user name and password.
    If you have trade data in your computer, please select I want to import data from local file.
    If you want to skip the file download process, just select I want to import data copied from broker Transaction History Report.
    Include Baseline If you have already appended baseline position, you will need to select the checkbox and enter your specific tax year or select it with the arrows at the right side
  3. Click Next to make further changes in the settings.
  4. Function Description
    Your Online Broker Select your online broker from the dropdown list.
    User ID Manually enter your registered User ID
    Password Enter your password manually.
  5. Click Next Button to continue.
    • Online Accounts: If you have several subsidiary accounts under the main account, you can modify it or select it from the dropdown list.
    • Set the Start time and End time manually or select it from the drop down list, the trade data within this period will be downloaded. Then click Next to Step 2.

Download Data From Spear, Leeds, Kellogg


To download data file from Spear, Leeds, Kellogg:

  1. Log into the SLK account.
  2. Click Online Reports > Activity.
  3. Select your account from its dropdown list and click the Create Report button.

  4. Set a date range then click the Search button.
  5. Click on the Tools button to display the Download to Excel button.
  6. Click the Download to Excel button .
  7. Click Save button.
  8. Run TradeMax to import trade activity data from local file. Click Next Button
  9. In Profile Name Dropdown list,Please select Profile Wizard(*.xls).

 

Download Data From Terro Nova


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.
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