Merrill Lynch


Merrill Lynch hosts an Open Financial Exchange (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

Please email us at with new information if any of the above is out-of-date or incomplete.