Terra Nova Financial

Terra Nova Financial 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 Realized Gain/Loss from Terra Nova Financial

1. Log into your Terra Nova Financial account.
2. Go to Account Analysis.
3. Click on the Profit/Loss tab.
4. Enter appropriate date and then click on Submit.
5. Save the download as a .csv file (e.g., ProfitLoss.csv).

Download Stock Transactions from Terra Nova Financial

1. Log into your Terra Nova Financial account.
2. Go to Reports.
3. Click on Data Download.
4. Enter appropriate date and then click on CSV.Standard.
5. Click on the Download link next to an orange arrow.
6. Save the download as a .csv file (e.g., Transactions.csv).