Merrill Lynch

Open Financial Exchange (OFX) Server

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

Unlike many brokers, Merrill Lynch will return all your transactions from their OFX server. Our program can handle up to 80,000 transactions.

To retrieve information from their server, you will need the following information:
  Merrill Lynch Login ID
  Merrill Lynch Password

1099-B CSV Download

Merrill Lynch provides a downloadable CSV file containing your Form 1099-B information.


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