Setup

Setup >> Import >> Analyze >> Reports >> Export to 3rd Party Tax Software

I. TradeAccountant™ Setup:

• Select the Accounts Screen.

• Select the Add button to display the dialog below.
   

• Setup Details:

1. Name The Account:     Enter any name.

2. Financial Institution:    "Interactive Brokers".

3. Account Number:         not required

4. Enable Sync Download: n/a

5. Account Username:        not required

6. Password:                  not required

7. Select OK to save the results.

Setup >> Import >> Analyze >> Reports >> Export to 3rd Party Tax Software

Training Videos (with voice): Click Here

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