Software Compatiblity

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)

    Software Notes:
    • The firm name to import data from is "Axos Clearing / COR Clearing".
    • 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 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.