Setup

Setup >> Import >> Analyze >> Reports >> Export to 3rd Party Tax Software

I. Find Your Account Number:

  • Log into your web account.
  • Obtain your Account number, User ID and Password/PIN (see the note below).
II. TradeAccountant Setup:

  • Select the Accounts Screen.
  • Select the Add button to display the dialog below.

  • Setup Details:
  1. Name The Account:      Enter any name.
  2. Financial Institution:     "TD Ameritrade"
  3. Account Number:          XXXXXXXXX
  4. Enable Sync Download:  Select the checkbox.
  5. Account Username:       User ID
  6. Password:                    Could be your web password (See the note below).
  7. Select OK to save the results.

(Note: To confirm your UserID see your Profile Page like below: In TA, Password information is masked and retained in your local copy of TAPro and only sent to the Clearing Firm's OFX server to authenticate requests for data download.)

Setup >> Import >> Analyze >> Reports >> Export to 3rd Party Tax Software

Training Videos (with voice): Click Here


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