Brokers Directly Supported

We support all brokers that offer acces to electronic transation data

Many clients ask us whether we can get data directly from their brokers.
We've compiled a list of most frequently asked about brokers.
This list is not exhaustive. If in doubt, ask us, we most likely support your broker too!

If you are a broker and wish to be added to this list, please email brokersupport@edaytradertax.com

Broker	Note	We log into website as you	Copy/Paste website data (data conversion surcharge may apply Note 1	You download a report (csv or txt) and email it to us (we can help you with detailed instructions)
Ameritrade
CSFB Direct
CyberTrader	Clears via Penson		N/A
E-Trade
Interactive Brokers			N/A
MB Trading	Clears via Penson		N/A
My Track	Clears via Penson		N/A
Options Express			N/A
RealTick III brokers			N/A
TerraNova			N/A
Penson Online	Inclusive of all brokers clearing via Penson		N/A
Quicken	In some cases, we can accept broker files for Quicken import, but we prefer not to. Generally, brokers who offer QIF download also have CSV and TXT downloads that are superior. Because of the many versions of Quicken available, we do not support QIF files exported out of Quicken.
Schwab
Scottrade			N/A
Think or Swim	Clears via Penson		N/A
Tradestation
TradingDirect
The Trade Pros	Clears via Penson		N/A

You may submit your own custom Excel spreadsheet
We require the following columns, does not matter in what order:

Transaction Date
Symbol
Indication of Buy or Sell, Short or Cover
Indication of Long or Short trade
total amount of transaction, including commission (or ability to derive this amount from other columns)