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)
For tax year 2021, you may download your First Trade Securities
file and submit it for processing.
If you have additional or newer information regarding
First Trade Securities downloadable files,
please email us at