Tradier


OFX SERVER

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Please email us at support@form8949.com with new information if any of the above is out-of-date or incomplete.