MB Trading

MB Trading customers can use 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.

Import Stock Trades 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.

If you are an active trader, you may consider using iScheduleD Portfolio Manager or TXF Creator to combine your daily trades without additional charges.

MB Trading customers can import into TurboTax and TaxCut stock trades and forex trades, which can be downloaded from Penson Financial Services. TXF Creator and TXF Online support both types of trades.