Ameriprise Financial 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

Ameriprise Financial hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.

Enter the Package ID and Document ID from the top left of the first page of each tax package.

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

  • Package ID (no spaces)
  • Document ID (no spaces, not case sensitive)     

If you have additional or newer information regarding Ameriprise Financial downloadable files, please email us at .