Wise Banyan hosts an Open Financial Exchange (OFX) server from which your 1099-B realized gain and loss information may be retrieved by our program.
If you have more than 3,000 transactions, WiseBanyan will not return your transactions through their OFX server.
To retrieve information from their server,
you will need the following information:
Apex Account Number
Social Security Number
Regarding the above, they indicate:
To import your WiseBanyan tax forms, enter your Apex account number (e.g. 5WB12345) in the first field and your social security number in the second field. Visit your WiseBanyan dashboard for instructions on where to locate your Apex account numbers.
Please email us at firstname.lastname@example.org with new information if any of the above is out-of-date or incomplete.