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Brokerages

The following brokerages support direct transaction downloading:

Ameritrade

• 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

Charles Schwab

E*Trade

Fidelity

• Set username to your fidelity Customer ID
• Automatically imports 3 months of transactions

Fidelity NetBenefits

Merrill Lynch

Penson Financial Services

Scottrade

• Set Username to your account number
• Automatically imports all transactions

ShareBuilder

USAA

Vanguard

• Automatically imports 12 months of transactions

Wells Fargo Investments

Is your brokerage not supported? Contact us in the forum — we would love to help!