Setup

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

I. Find Your Account Number:

• Call Support at: 1 800-454-9272.

• Obtain a Username/ID and Password/PIN for MS Money. Typically your Username is your account number. They will allow you to establish a pin.

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:    "Ameritrade".

3. Account Number:         XXXXXXXXX

4. Enable Sync Download: Select the checkbox.

5. Account Username:        Account Number, use the number in step 3.

6. Password:                   Received from the broker

7. Select OK to save the results.

(Note: 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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