Zacks Trade Clients

At, 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.


Zacks Trade provides a downloadable tax exchange format file containing your realized gain and loss information.

ACTIVE TRADERS: If you have more transactions than can be returned by the Zacks Trade OFX server, use this processing option.

From the menu select, "Reports/Tax Docs". Click on the TXF download button

If you have additional or newer information regarding Zacks Trade downloadable files, please email us at .