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I.
TradeAccountant™ Sync Setup:
-
If you have not done
so already, download TAPro -
Click Here -
Use this temporary key:
tempkey -
Select the Accounts Screen.
-
Select the Add button.
-
Name The Account: Enter any name.
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Financial Institution:
"choicetrade".
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Account Number:
"07-12345678" format
Use the number indicated in the step above.
Remember to keep the "07-" appended to your 8 digit account
number.
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Enable Sync Download: Select the checkbox.
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Account Username: Account Number
(from above).
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Password:
Your SSN (no dash or spaces)
-
Select OK.
(Note: The password is masked and retained in your local copy of TAPro
and only sent to the Clearing Firm's OFX server to authenticate requests
for data download. If this is your first time using the clearing
firm the it may require some setup time after your first attempt before it
is active. Try again 15 10mins. later and see the steps below to
confirm your password.)
Training
Videos (with voice):
Click
Here
II.
Find Your User ID, Account Number
& Password:
There are two types of account IDs; AUTOGEN ID and Manual ID.
Each uses a different login method. Follow these steps to confirm
your User ID and Account Number.
A. Find Your
User ID & Account Number
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Review "Customer Info"
....
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Your Account Number
begins with 07
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Your User ID is near the
bottom of the page
B. Confirm Your
Password
Your Password depends on the
type of account you have:
-
If User ID = "AUTOGEN*"
then Password = Tax ID (a Social Security Number).
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If User ID = a name
then you have a custom password. If you created and forgot your
Penson password then creating a new one. The password used to download your trades may
be different than your brokerage web password.
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To create a new
Password or User ID:
- Select Tools/Change
Password
- or select Change User ID
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