Tradier

www.tradier.com


Open Financial Exchange (OFX) Server

Tradier 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:
Enter your Apex account number (e.g. 6YA12345) in the first field and your social security number in the second field.



If you have additional or newer information regarding Tradier downloadable files, please email us at support@form8949.com .