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Please email us at with new information if any of the above is out-of-date or incomplete.