Click the appropriate broker below in order to login to your account. If your broker is not displayed in the list, click the Where's My Broker icon to access the GK Support page in order to send GainsKeeper support an email regarding your broker.
Procedure
From GainsTracker, select Record Trades. The Import or Manually Record Trades page displays.
In the Automatically import your trades section, select Import from your Brokerage. The Import from your Brokerage's OFX Server page displays.
Click the name of your brokerage from the displayed list. The import options vary depending on the brokerage you select.
Once you have selected your broker, enter the appropriate information to access your account.
Once you have completed an import from your brokerage you can keep your GainsKeeper account current by clicking on the lightning bolt which appears next to your account on the Portfolio Overview page.
Example
Click here to view an example of the Import from your Brokerage's OFX Server page.
Click the appropriate broker below in order to login to your account. If your broker is not displayed in the list, click the Where's My Broker icon to access the GK Support page in order to send GainsKeeper support an email regarding your broker.
