Ally Invest (Formerly Trade King) Clients

At, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTaxtax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

Open Financial Exchange (OFX) Server

Ally Invest (Formerly Trade King) hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.

If you have more than 3,000 transactions, Ally Invest will not return your transactions through their OFX server.

To retrieve information from their server, you will need the following information:

  • Apex Account Number
  • Social Security Number     

Regarding the above, they indicate:
To import your Ally Invest tax forms, enter your Apex account number (e.g. 38912345) in the first field and your social security number in the second field.


Ally Invest (Formerly Trade King) provides a downloadable tax exchange format file containing your realized gain and loss information.

ACTIVE TRADERS: If you have more transactions than can be returned by the Ally Invest (Formerly Trade King) OFX server, use this processing option.

  1. Go to My account > My account record > Maxit Tax Manager > Tax Reports
  2. Select Tax Year, Download Type TXF, Download Button.

1099-B CSV Download

Ally Invest (Formerly Trade King) provides a downloadable CSV file containing your Form 1099-B information.

If you have information, please email us

Download this file and submit it for processing by our program.

If you have additional or newer information regarding Ally Invest (Formerly Trade King) downloadable files, please email us at .