Round Investments LLC

Open Financial Exchange (OFX) Server

Round Investments LLC hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.

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 Round Investments tax forms, enter your Apex account number (e.g. 8BV12345) in the first field and your social security number in the second field.

If you have additional or newer information regarding Round Investments LLC downloadable files, please email us at .