Brokers Directly Supported

We support all brokers that offer electronic access to transation data

Many clients ask us whether we can get data directly from their brokers.
We've compiled a list of most frequently asked about brokers.
This list is not exhaustive. If in doubt, ask us, we most likely support your broker too!

GENERAL REQUIREMENT:
Whenever you are sending us files for processing, please be sure to include:
- the ending statement from the previous tax year
- the ending statement for the current tax year
- cost basis and dates acquired of any positions held over from previous year
- 1099 from the broker
if not available in pdf or other attacheable format, please fax the above to 815-366-3902

If you are a broker and wish to be added to this list, please email brokersupport@edaytradertax.com

Broker	Note	We log into website as you	Copy/Paste website data (data conversion surcharge may apply Note 1	You download a report (csv or txt) and email it to us (we can help you with detailed instructions)
TDAmeritrade
CyberTrader	now absorbed into Schwab		N/A
Schwab
E-Trade
Interactive Brokers			N/A	view full instructions
MB Trading	Clears via Penson		N/A
My Track	Clears via Penson		N/A
Options Express			N/A
RealTick III brokers			N/A
TerraNova	Note 2		N/A
Penson Online	Inclusive of all brokers clearing via Penson		N/A
Quicken	Generally, brokers who offer QIF download also have CSV and TXT downloads that are superior. Because of the many versions of Quicken available, we do not support QIF files exported out of Quicken.
Scottrade			N/A
Think or Swim	Clears via Penson		N/A
Tradestation
TradingDirect
The Trade Pros	Clears via Penson		N/A
Note 1 Copy/Paste from Browser Query transactions for whole calendar year date range (or one month of data at a time, as appropriate with your broker), select all, copy, and paste into (in order of our preference: MS Excel, Notepad, Wordpad, MS Word) . Save file(s) and email to us. Repeat with the month of January of following year (for wash sale purposes - non-MTM clients only)
Note 2 TerraNova (RealTick) go to "Reports and Download" data section of the website. Select date range (calendar year) and select "CSV standard" radio button - not QIF or Detailed CSV. Save report to your hard drive. Rename file on your hard drive to prevent getting overwritten in the next step. Repeat for month of January of following year. Email us both files.

You may submit your own custom Excel spreadsheet
We require the following columns, does not matter in what order:

Transaction Date
Symbol
Indication of Buy or Sell, Short or Cover
Indication of Long or Short trade
total amount of transaction, including commission (or ability to derive this amount from other columns)