Setup

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

I. TradeAccountant™ Sync Setup:

Follow the steps below to setup your account for Sync import.  Etrade supports Sync import for the last 3 months.  For data older than 3 months you must use file import.  See the Import page for more details. 

Note: Sync information is not shared with the TradeAccountant team.  It is used to access Etrade's data download server.  Alternatively you can use file Import - in which case you only need to follow steps 1 & 2.

• 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:    "Etrade".

3. Account Number:         12345678bob (If Account Info = 1234-5678 bob)

4. Enable Sync Download: Select the Check Box to enable field 5 & 6.

5. Account Username:        Same as Web Username

6. Password:                   Same as Web Password

7. Select OK to save the results.

8. Select Sync to initiate import.

• Account Number Example

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

Training Videos (with voice): Click Here

Delete the Paperwork. Hit Send.

HOME | PRODUCT | SUPPORT | ABOUT US | LEGAL

Copyright 2009, Sync Essentials Inc.