List of Supported Brokers and Supported Data File Formats
Brokers are required to provide you Form 1099-B or an approved facsimile each year in a human-readable format.
Data File Formats
Some brokers will also provide the data to you in a computer-readable format. If given the opportunity, please request that your broker supply 1099-B data in one of the "Standard Computer-Readable Formats" described below.
Standard
Computer-Readable
Formats
FDX JSON: Financial Data Exchange JavaScript Object Notation format. The newest modern standard for financial and tax data communication.
OFX: Some brokers sponsor an accessible Open Financial Exchange (OFX) server from which applications can retrieve your data in a standard XML format in your behalf. Our application can interact with these servers. Other brokers sponsor an OFX server but limit access to specific OFX clients.
XML: Extensible markup language. A downloadable data file in the same standard format used by OFX servers.
TXF: Tax exchange format (TXF) files contain 1099-B data in a older, less-robust, albeit standard format.
Non-standard
Computer-Readable
Formats
CSV: Comma separated values. A text file where data is presented in rows and columns. There is no standard CSV format for 1099-B data. Each broker uses a different proprietary approach. As such, our app needs to provide custom code to read and process these files.
XLS: Microsoft Excel format. Data is presented in cells arranged in rows and columns. As with CSV, there is no standard XLS format for 1099-B data. Each broker uses a different proprietary approach. As such, our app needs to provide custom code to read and process these files.
Non-standard Human and
Sometimes-Computer-Readable Formats
PDF: Portable Document Format. Instead of mailing you Form 1099-B, your broker will allow you to download the form as PDF. We can sometimes parse (read with a computer program) and process PDF files.
Specifically, there a 2 types of PDF files "vector" and "rasterized". Vector is the most common and allows for presenting the PDF in any size and preserves the quality of the content. Rasterized PDFs convert the content to an image and show jagged edges on letters at large sizes. Our app does not process rasterized PDF files.
Brokers
For information specific to a broker, click on the applicable link below. If your broker is not listed, please email us.
If you have more up-to-date information, let us know.
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Broker
Accointing
Acorns
Albert Investments LLC
Ally Invest (Formerly Trade King)
Alpaca
American Funds
Ameriprise Financial
Apex Clearing Corp
Apex Crypto
Ariel Mutual Funds
Aspiration
AssetMark Trust Company
BNY Mellon
Betterment
Binance
BitCoinTax
BlockFi
Bridgeway
COR Clearing
Cambridge Investment Research
Capital Group
Capital Markets Elite Group
Capital One Investing
Cash App Bitcoin
Cash App Investing LLC
Chase Investments
Citi Personal Wealth Mgmt.
CoinBase
CoinTracking
Computershare
Crypto Trader Tax
Dodge & Cox Funds
Domini Impact Investments LLC
DriveWealth
E*Trade (Etrade Securities LLC)
EQ Shareowner Services
Edward Jones
Fidelity Investments
First Trade Securities
Folio Investing
Futu Trade
Hilltop Securities Inc.
Interactive Brokers
Ivy Funds
JP Morgan Securities
JPMorgan Chase Bank
Janney Montgomery Scott
Just2Trade
LPL Financial
Lending Club
Lightspeed Trading
M1 Finance LLC
Marsco Investment Corporation
Merrill Edge
Merrill Lynch
Morgan Stanley
Morgan Stanley Restricted Stock
Morgan Stanley at Work
Motif Investing
Muriel Siebert & Co., Inc.
National Financial Services
Pershing Advisor Solutions
Primerica
Principal Securities
Prosper
RBC
Raymond James
Robert W. Baird & Co.
Robinhood Crypto
Robinhood Securities LLC
Round Investments LLC
Royal Alliance
Saturna Capital Corporation
Schwab
Scotia iTrade
Shareworks by Morgan Stanley
SoFi Invest
Sogotrade
Solium Capital
SpeedTrader
Stash Capital
Stifel Nicolaus
Stock Cross Financial Services Inc.
Stockpile
T. Rowe Price Brokerage
TD Ameritrade
TIAA Brokerage
Tastyworks
Third Party Trade
Trade Zero
TradeStation
Tradier
Twine by John Hancock
U.S. Bancorp Investments
UBS
USAA
USAA Investment Management Company
UStockTrade
Uphold
Vanguard Brokerage
Vanguard Mutual Funds
Velocity Clearing LLC
Vision Financial Markets
Wealthfront
Wealthsimple
Webull Financial LLC
Wedbush
Wells Fargo Advisors
Wise Banyan
Zacks Trade
Site
Json
OFX
XML
TXF
CSV
XLS
NONE