Third Party Trade

Open Financial Exchange (OFX) Server

Third Party Trade 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, Third Party Trade 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 Party Trade tax forms, enter your Apex account number (e.g. 5YA12345) in the first field and your social security number in the second field.

If you have additional or newer information regarding Third Party Trade downloadable files, please email us at .