I. Find Your Account Number:
II. TradeAccountant Setup:
- Log into your web account.
- Obtain your Account number, User ID and Password/PIN (see the note below).
- Select the Accounts Screen.
- Select the Add button to display the dialog below.
- Name The Account: Enter any name.
- Financial Institution: "TD Ameritrade"
- Account Number: XXXXXXXXX
- Enable Sync Download: Select the checkbox.
- Account Username: User ID
- Password: Could be your web password (See the note below).
- 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.)
Export to 3rd Party Tax
Videos (with voice):