Question
How do I import trade data from brokers?
Answer
Over 30 firms have OFX servers that store trade data that can be imported into you GainsKeeper account. The only disadvantage of this trade data import solution is that some brokerages limit the amount of historical data that can be accessed (usually only 90-days), requiring customers to be diligent about updating their GainsKeeper accounts. If your broker is listed below, you can import by selecting the Import from your Broker within GainsTracker>Record Trades. Click here to view a list of brokers.
|
A.G.Edwards |
Fidelity NetBenefits |
RBC Dain Rauscher |
|
ABWatley |
FOLIOfn |
RushTrade |
|
American Century Investments |
Freetrade by Ameritrade |
Scottrade |
|
America Express Brokerage |
HARRISdirect |
ShareBuilder |
|
American Funds |
Interactive Brokers |
Smith Barney |
|
Ameritrade |
INVESCO Funds |
T. Rowe Price |
|
Amerivest |
MB Trading |
Terra Nova |
|
Brokerage America |
Morgan Stanley ClientServ |
Track Data Securities |
|
Charles Schwab |
myStreetscape |
TradeStation |
|
ChoiceTrade |
myTrack |
U.S. Global Investors |
|
CyberTrader |
OptionsXpress |
UBS Financial Services |
|
E*Trade |
Penson Financial Services |
Van Kampen Funds |
|
Fidelity Investments |
Preferred Trade, Inc. |
Vanguard Group |
|
|
|
Wall Street Access |
Click here for a detailed procedure for importing trade data from your broker.