Tradier Clients

www.tradier.com

At Form8949.com, we help you minimize the time and expense of complying with the tax reporting requirements related to your stock trading activity.

If you use a Tax Pro, you can save your tax preparer time and save tax preparation fees. If you use tax software, we can help you either (1) import your data into H&R Block, TaxAct, or TurboTaxtax or (2) generate a PDF file for attachment to your return.

All for as little as $12.00.

Open Financial Exchange (OFX) Server

Tradier hosts an 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.


If you have additional or newer information regarding Tradier downloadable files, please email us at support@form8949.com .