Tradier hosts an Open Financial Exchange (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:
Enter your Apex account number (e.g. 6YA12345) in the first field and your social security number in the second field.
Please email us at email@example.com with new information if any of the above is out-of-date or incomplete.