Third party Integration

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IBKR is a direct access electronic broker catering to the needs of professional and frequent traders, institutional investors, financial advisors, and introducing brokers. Our clients have access to more than market centers in 26 countries from a single account. We are the lowest cost provider of brokerage services and the largest U.

Interactive Brokers was founded by a software engineer to rewrite the rules of trading by automating anything and everything. Software development is the lifeblood of our firm, and it shows. Our engineers work with latest technology, command respect in the firm, and have competitive compensation packages. Qualifications - Technically oriented, proactive, and enthusiastic, with stock trade accounting software that works with interactive broker attention to detail.

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Log into Account Management by going to https: A save dialog box will appear. Please select Save File and then OK. Another dialog box will appear. Please select Desktop on the left and then Save. This will save your downloaded file to your desktop.

Now that the file is downloaded please follow the directions below in Section C to import into TurboTax. Log into Account Management by going to www. On the left please select Report Management and then Tax Forms.

This will save your download file to your desktop. Now that the file is downloaded please follow the directions below in Section C to import TurboTax. A new window will appear with a few options.

A new window will appear. Please select Desktop on the left and then select the file you just saved on your desktop and then select Open. On the next page you will see B Make sure the box next to it is checked and then select Import Now.

On the last page select Done and all your transactions will now be imported into TurboTax. If you need any additional help navigating TurboTax please contact them directly at http: Account Mgmt Tax Reporting. Related Articles Tax Reporting: