Scottrade hosts an Open Financial Exchange (OFX) server from which your 1099-B realized gain and loss information may be retrieved by our program.

If you have more than 3,000 transactions, Scottrade will not return your transactions through their OFX server. Use the TXF processing option if you have more than 3,000 transactions.

To retrieve information from their server, you will need the following information:
  Scottrade Account Number
  Scottrade Password


Scottrade provides a downloadable tax exchange format file containing your realized gain and loss information.

ACTIVE TRADERS: If you have more transactions than can be returned by the Scottrade OFX server, use this processing option.

  1. Log on to your Scottrade Account.
  2. Go to the Scottrade MyAccount | Gain/Loss & Tax Center | Tax Reports tab as seen below.
  3. Select Tax Year 20XX, then click the GO button.
  4. Save the downloaded TXF file to your desktop or other folder on your computer.

Please email us at with new information if any of the above is out-of-date or incomplete.