Schwab |Form 8949 Capital Gain & Wash Sales calculator software

Supported Brokers


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

Download Data From Schwab


To download data file from Schwab:

  1. Log into your Charles Schwab account.

  2. Click Account > History.
  3. Select Previous Year, or Current Year from the Date Range:

  4. Select All from the Transactions drop down box.

  5. Click the Go button.
  6. Click the Export button.
  7. Click the OK button on the popup History Download Disclaimer dialog box.
  8. Click the Save button on the popup File Download dialog box.

  9. Your downloaded file must be in this format as shown below, otherwise, you should set your profile in profile wizard dialog box to import your data into TradeMax.
    TradeDate
    Action
    Quantity
    Symbol
    Price
    Amount
    Commision
    3/8/2009
    Buy
    -550
    ANH
    10
    5500
    0

     

  10. Run TradeMax to import trade activity data from local file
Page 1 of 11

Copyright © 2008-2016 Neutral Trend Inc. All Rights Reserved.