TDAmeritrade Import Instructions:

 

NOTES: In their trade history reports TD Ameritrade and Freetrade use option symbols for option trades rather than option descriptions. Therefore, when manually entering your open option positions from last tax year, you must enter them using the proper option symbol so that TradeLog can properly match them with the closing positions upon import.

 

Dividend Reinvestments - Please import from the downloadable CSV file if you have dividend reinvestments as the Transaction History report is missing important information on these types of transactions.

 

TD Ameritrade Website

 

These instructions are for the new TD Ameritrade web site.

 

There are two different methods of importing transaction history from Ameritrade into TradeLog

(for instructions select a method below):