Select the Add button to display the dialog
below.
If you don't
plan to use Sync then skip steps 3 - 6.
Fill in the
Dialog:
Name The Account:
Choose any name.
Financial Institution:
"optionsxpress".
Account Number:1234-5678 format with dash (See above).
Enable Sync Download: Select the checkbox.
Account Username:
Your Web Username (See above).
Password:
Your Web Password (See above).
Select OK to save the results.
(Note: This information 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.)
