Processing Broker PDF Files

When your broker does not provide 1099-B data in an industry-standard format (i.e. FDX JSON, OFX XML, or TXF), we can often — but not always — parse (read with a computer program) and process downloaded PDF files.

However, if the PDF uses non-standard character encoding, we cannot extract text from the PDF.

Standard Character Encoding

We are able to process PDFs that use standard encoding. These include:

  • Ansi (American National Standards Institute)
  • Roman

Non-Standard Character Encoding

Unfortunately, we are NOT able to process PDFs that use non-standard encoding. These include:

  • Identity-H