Ally Invest (Formerly Trade King)

www.ally.com/invest/


Open Financial Exchange (OFX) Server

Ally Invest (Formerly Trade King) hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.

If you have more than 3,000 transactions, Ally Invest will not return your transactions through their OFX server.

To retrieve information from their server, you will need the following information:
  Apex Account Number
  Social Security Number
 
 

Regarding the above, they indicate:
To import your third Ally Invest tax forms, enter your Apex account number (e.g. 38912345) in the first field and your social security number in the second field.


1099-B TXF DOWNLOAD

Ally Invest (Formerly Trade King) provides a downloadable tax exchange format file containing your realized gain and loss information.

ACTIVE TRADERS: If you have more transactions than can be returned by the Ally Invest (Formerly Trade King) OFX server, use this processing option.

  1. Go to My account > My account record > Maxit Tax Manager > Tax Reports
  2. Select Tax Year, Download Type TXF, Download Button.

1099-B CSV Download

Ally Invest (Formerly Trade King) provides a downloadable CSV file containing your Form 1099-B information.

If you have information, please email us



If you have additional or newer information regarding Ally Invest (Formerly Trade King) downloadable files, please email us at support@form8949.com .