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 firstname.lastname@example.org .