Trading Direct

Software Compatibility

The following software programs are directly compatible with Trading Direct:

  • Intuit Quicken Deluxe (personal finance software).

    Software Notes:
    • When adding your brokerage account with in the software, the name of your broker is "NetXInvestor".
    • In the Quicken user id field, precede your user id with the letters "qyk". For example, client John Doe has a Trading Direct user id of "johnnyd".  He would therefore input "qykjohnnyd".
  • Intuit TurboTax (tax software)

    Software Notes:
    • The firm name to import data from is "Trading Direct".
    • For more information, visit the Tax Download page.
  • H&R Block (tax software)

    Software Notes:
    • The firm name to import data from is "Trading Direct".
    • For more information, visit the Tax Download page.
  • Other Software Programs

    Software Notes:
    • Other personal finance or tax software programs may potentially be used if they can import data from xls/csv data files.  In order to generate this type of file, simply click on the "download" link (from the lower left-hand portion of the Trading Direct History screen), then save the file to your computer.  From here open your software, and import data from that file.