TradeMax supports importing data form the following brokers.
The brokers which support import type OFX server, can get import trade history from online brokerage in a quickest and easiest way.
With TradeMax’s Import Profile Wizard function help 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 |
| 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 |
| 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 |