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Does Trade Accountant download trade data directly from brokers?

April 26, 2017Accountant brokers Data directly download Trade

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Does Trade Accountant download trade data directly from brokers?

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Yes–Trade Accountant FREE now supports direct download* from select online broker accounts. Trade Accountant (paid version that supports 20,000 transactions does not support automatic download. This feature is scheduled to release soon). Automatic download is currently compatible with 7 leading online brokers: E*Trade, Fidelity Investments, Ameritrade, Datek Online, Merrill Lynch Online, Charles Schwab and TD Waterhouse. *Download of data may require some edits (i.e. commission column, stock symbol vs. name, etc. We are working independently and with brokers to improve the results.). Current customers that purchase Trade Accountant are eligible to receive a FREE upgrades of Trade Accountant within the same tax season (until 11/01/02). back to top Which brokers can I download from? Refer to the broker list. We periodically update this list with new information. *Compatability claims are based on testing by Sync Essentials, Inc. and are not necessarily endorsed by listed online brokers.