MB Trading

MB Trading customers can choose iScheduleD Portfolio Manager, TXF Creator and TXF Online to convert stock and option trades to the standard TXF format, which can be imported into tax software TurboTax and TaxCut.

Download Stock Transactions from MB Trading

1. Log into your Penson Financial Services account.
2. Select Trade Activity from the Account Information drop down menu.
3. Select your account from the Account drop down menu.
4. Enter a date range using From and To.
5. Click on the Go button.
6. Download your data as a Comma Delimited text file.
7. Save the download as a .txt file.