Clearing Firm

Although most online brokers usually provide their clients with some type of trade history report, all transaction data actually comes from a clearing firm. For this reason, some online brokers will send their clients directly to the clearing firm's web site for trade history reports. For example, CyberTrader sends their clients to Penson Financial for trade data. To see if this is the case for your online broker, please refer to our Broker Import Filter Support page.