FAQ - Can I import from my broker?

Question

Can I import from my broker?

 

Answer:

Over 30 firms have OFX servers that store trade data that can be imported into your GainsKeeper account. The only disadvantage of this trade data import solution is that some brokerages limit the amount of historical data that can be accessed (usually only 90-days), requiring customers to be diligent about updating their GainsKeeper accounts. If your broker is listed below, you can import by selecting Import from your Broker within GainsTracker>Record Trades. Click here for a list of brokers.

A.G.Edwards

FOLIOfn

Scottrade

ABWatley

Freetrade by Ameritrade

ShareBuilder

American Century Investments

HARRISdirect

Smith Barney

American Express Brokerage

Interactive Brokers

T. Rowe Price

American Funds

INVESCO Funds

Terra Nova

Ameritrade

MB Trading

Track Data Securities

Amerivest

Morgan Stanley ClientServ

TradeStation

Brokerage America

myStreetscape

U.S. Global Investors

Charles Schwab

myTrack

UBS Financial Services

ChoiceTrader

OptionsXpress

Van Kampen Funds

CyberTrader

Penson Financial Services

Vanguard Group

E*Trade

Preferred Trade, Inc.

Wall Street Access

Fidelity Investments

RBC Dain Rauscher

 

Fidelity NetBenefits

RushTrade

 

 

 

 

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