The following brokerages support direct transaction downloading:
- Username is case sensitive
- Automatically imports 2 years of transactions
- Older transactions may be imported from the
Ameritrade website. See documentation for more details.
- Imported stock split transactions may have incorrect data
- Set username to your fidelity Customer ID
- Automatically imports 3 months of transactions
Penson Financial Services
- Set Username to your account number
- Automatically imports all transactions
- Automatically imports 12 months of transactions
Wells Fargo Investments
Is your brokerage not supported? Contact us in the forum — we would love to help!