Scottrade

Scottrade 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 Scottrade

1. Log into your Scottrade account.
2. Go to My Account.
3. Select Account History on the left panel.
4. Select Transactions on the page of Account History.
5. Select a date range by entering Start Date and End Date.
6. Select Trades from the drop down menu of Transactions.
7. Click on button Go next to Symbol.
8. Click on link Export to Excel.
9. Save the download as .csv file.