CSV DOWNLOAD INSTRUCTIONS
UStockTrade provides a downloadable CSV file containing your realized gain and loss information.
- Login to your UStockTrade account.
- Click the "Side Menu" icon which is all the way to the right in the top status bar.
- The Side Menu will reveal several menu headings which are drop down boxes.
- Find "Statements" and click the drop down arrow to the right to reveal 3 Tabs marked "Trade Confirmation", "Account Statement" and "Tax Form."
- Click the Tax Form tab to show the latest available statements which should include "1099Consolidate" PDF and "1099B" in CSV format.
- Click the "Download CSV" link to the right of the form to start download.
Please email us at email@example.com with new information if any of the above is out-of-date or incomplete.