The following software programs are directly compatible with Trading Direct:
- Intuit Quicken (personal finance software).
Contact us to be enabled for Quicken.
- Intuit TurboTax (tax software)
• The firm name to import data from is "Axos Clearing / COR Clearing".
• For more information, visit the Tax Download page.
- Other Software Programs
• 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 to Spreadsheet" link (from the lower right-hand portion of the Account Activity screen), then save the file to your computer [as a ".csv" file]. From here open your software, and import data from that file.