Broker Import Support Matrix

Online Broker

Import Type

Time of Day

Short Sales

Options

Futures

Currencies

Ameritrade

brokerConnect, Web, CSV

Yes

Yes

Yes

Assent LLC

Web

Yes

Auto-Assign

Bank of America

Web

Yes

Yes

eRegal Discount Securities

Web

Auto-Assign

Yes

ETG LLC.

Text

Auto-Assign

Yes

E*Trade Financial

brokerConnect, Web, CSV

Yes

Yes

Fidelity Investments

brokerConnect, Web

Yes

Yes

FolioFN

Web

Auto-Assign

Yes

Globex

Web

Yes

Yes

Yes

Goldman Sachs

CSV

Yes

Yes

Interactive Brokers

brokerConnect, Web

Yes

Auto-Assign

Yes

Yes

Yes

Investrade

Text

Yes

Yes

Yes

JPR Capital

Web

Auto-Assign

Lightspeed

Web

Yes

Yes

Yes

Mastertrader

(see Penson)

Text

Yes

Yes

Yes

MB Trading

- see Penson

Text

Yes

Yes

Yes

optionsXpress

brokerConnect, Web

Yes

Yes

Yes

Open E Cry

Web

Yes

Yes

Yes

Penson Financial

Text

Yes

Yes

Yes

Yes

Preferred Trade

Text

Auto-Assign

Yes

Yes

Schwab

CSV

Yes

Yes

Scottrade

brokerConnect, CSV

Auto-Assign

Yes

Southwest Securities (SWS)

Web

Yes

Yes

Spear, Leeds & Kellogg

CSV

Auto-Assign

Yes

Terra Nova Trading

CSV

Yes

Yes

Yes

Yes

Thinkorswim

Text

Yes

Yes

Yes

Tradestation Securities

brokerConnect, CSV

Yes

Yes

tradeMONSTER

brokerConnect, CSV

Yes

Yes

Yes

T.Rowe Price

Web

Auto-Assign

Yes

UNX

CSV

Yes

Yes

Yes

Vanguard

brokerConnect, CSV

Yes                  

Yes

Zecco

downloaded QFX file

Yes                  

Yes

Yes

Specialty Imports

Excel - Text

Text, CSV

Yes

Yes

Yes

Yes

Quicken (*.qfx)

QFX

Yes        

Yes

Yes

Quicken (*.qif)

- see limitations

QIF

Auto-Assign

Yes