Ameriprise Financial


Ameriprise Financial hosts an Open Financial Exchange (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)

Please email us at with new information if any of the above is out-of-date or incomplete.