Webull Financial LLC


Open Financial Exchange (OFX) Server

Webull Financial LLC 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, Webull 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 Webull tax forms, enter your Apex account number (e.g. 5WA12345) in the first field and your social security number in the second field. Visit your Webull dashboard for instructions on where to locate your Apex account numbers.

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