Setup

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

I. TradeAccountant Setup:

 

  • Select the Accounts Screen.

  • Select the Add button.  

  • Please note that Sync is not supported for this brokerage.


 

  • Setup Details:

  1. Name The Account:     Enter any name.

  2. Financial Institution:    "Other". (Bottom of list. This is a default parser for IB.)

  3. Account Number:         not required

  4. Enable Sync Download: n/a

  5. Account Username:        not required

  6. Password:                  not required

  7. Select OK to save the results.

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

Training Videos (with voice): Click Here

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