First Trade Securities Clients
At Form8949.com, 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 TurboTax or (2) generate a PDF file for attachment to your return.
All for as little as $12.00.
Open Financial Exchange (OFX) Server
First Trade Securities hosts an OFX server from which your 1099-B realized gain and loss information may be retrieved by our program.
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 FirstTrade tax forms, enter your Apex account number (e.g. 5WB12345) in the first field and your social security number in the second field. Visit your FirstTrade dashboard for instructions on where to locate your Apex account numbers.
1099-B Portable Document Format (PDF)
You may download your First Trade Securities Form 1099-B PDF file and submit it for processing.
If you have additional or newer information regarding First Trade Securities downloadable files, please email us at support@form8949.com .