Twine by John Hancock

Open Financial Exchange (OFX) Server

Twine by John Hancock 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 Twine tax forms, enter your Apex account number (e.g. 8BN12345) in the first field and your social security number in the second field.

If you have additional or newer information regarding Twine by John Hancock downloadable files, please email us at .