Brokerage Import - Supported Brokerages

With StockMarketEye, you can import your current portfolio holdings and select transactions directly from a brokerage account. You can get more information on how this works in our Brokerage Import and Brokerage Import - Best Practices sections.

Note

StockMarketEye uses the Open Financial Exchange (OFX) standard for downloading data from brokerages. OFX is a secure (i.e. encrypted) means of reading data from your brokerage account. Other financial software calls this the ‘Direct Connect‘ feature.

Unfortunately, not all brokerages support the Direct Connect feature. If you do not see your brokerage listed below, please contact us to see if support for your brokerage can be included in a future version of StockMarketEye.

General Limitations

Unfortunately, there are not many (if any) non-US brokerages that support the brokerage import (“Direct Connect”) feature. As an alternative, you can often download your data from your brokerage’s website in an OFX/QFX or QIF formatted file. StockMarketEye can import the data from these types of files. See the sections on Importing from OFX/QFX Files and Importing from QIF Files for more information.

The following list shows the level of support in StockMarketEye for the listed brokerages. If you have used the brokerage import successfully for one of the brokerages below that has not yet been marked “user validated”, don’t hesitate to let us know so we can update this documentation for other users.

Direct Brokerage Import Support in StockMarketEye

Brokerage Name StockMarketEye Support Additional Information
American Century Brokerage    
American Century Investments Yes (User validated) Use your social security number (SSN) without the dashes as the username. Use your American Century Investments Personal Access Code (PAC) as the password. You can view or change your PAC on the American Century website under the MyProfile link.
American Funds  

Use your SSN as the username and the same password that you use to login on the American Funds website. Leave the Account Number field empty and let StockMarketEye get the account numbers directly from American Funds.

Current holdings and transactions going back 1 year.

Note that American Funds reports each individual fund you own as a separate account. This means that StockMarketEye will create a separate portfolio for each fund.

Ameriprise Financial Services, Inc. Not Supported!

Ameriprise does not allow 3rd party applications, except for Quicken, to download your data. You should contact them directly and request that they change their policy.

However, you may be able to download OFX or QIF formatted files from your account at Ameriprise. These files can be imported into StockMarketeye.

Ameritrade Institutional Services    
Capital One Investing    
Charles Schwab YES (User validated)

Login information is the same as logging into your Schwab web account. That is, the login name cant be a social security number or federal Id, and the password must be at least 8 characters.

Current holdings and transactions going back 2 years.

Note: Also works with Schwab’s “Security Token” account access.

Chase Investments YES (User validated) Current holdings and transactions going back 2 years.
Dodge and Cox Funds    
DWS Investments    
E*Trade YES (User validated)

Username and password are those that you use to login to the E*Trade website.

Current holdings and 3 months of transactions.

EdVest College Savings Plan    
Edward Jones YES (User validated)  
Fidelity Investments YES (User validated)

Use the login and password you normally use to access the Fidelity website.

Current holdings and 2 years worth of transactions.

If you receive an error message with “Invalid date range”, it may be a temporary problem at Fidelity. Try again in a few hours. If the problem persists, contact our support team and include your StockMarketEye log file.

Fidelity NetBenefits YES (User validated)

Do not enter your account number. Just enter your username and password and StockMarketEye will retrieve the account number(s) from NetBenefits.

If you receive an error message with “Invalid date range”, it may be a temporary problem at Fidelity. Try again in a few hours. If the problem persists, contact our support team and include your StockMarketEye log file.

First Clearing, Inc YES (User validated) Current holdings and about 4 months of transactions.
Franklin Templeton Investments    
Hewitt Associates YES (User validated)

Current holdings and 12 months of transactions.

After initial import, the “Last” prices of Hewitt managed funds and proxy funds (i.e. funds with prices not available on Yahoo Finance or Google Finance) will be updated when using the “Update from Brokerage” feature.

ING Institutional Plan Services    
Interactive Brokers Not Supported! Interactive Brokers unfortunately does not support the “direct connect” standard. However, you may be able to download OFX or QIF formatted files from your account at IB. These files can then be imported into StockMarketEye.
Janus   Unverified: use your Social Security Number (SSN) without dashes in the “Username” field and your Janus Personal Identification Number (PIN) in the “Password” field.
Mercer    
Merrill Lynch Yes (User validated) Merrill Edge also supported.
Morgan Stanley Yes (User validated)

Use your standard Morgan Stanley account number, username and password.

Note that the account number should not contain dashes. Use only the first 9 digits of the account number, if the full account number does not work.

Morgan Stanley (Smith Barney)    
myStreetscape Not Supported!

myStreetscape does not allow 3rd party applications, except for Quicken and TurboTax, to download your data. You should contact them directly or have your investment advisor contact them to request that they change their policy.

However, you may be able to download OFX or QIF formatted files from your account at myStreetscape. These files can be imported into StockMarketeye.

NetXInvestor Yes (User validated)

May not work for all brokerages covered by NETXInvestor.

Capital Securities Management and InvestFinancial have been verified. You will need to enter your current NetXInvestor User ID preceded by the Financial Institution Number (A88) in the Username field while logging in to setup NetXInvestor accounts in StockMarketEye. For example, if your ID is “johndoe”, you will need to enter this information as “A88johndoe” in the Username field. For the Password field, you can enter the same information as you would enter in the password field on the NetXInvestor website.

Other NetXInvestor covered brokerages may require a special Password for use with “direct connect” applications like StockMarketEye.

NMIS, LLC    
Oppenheimer & Co. Inc. Yes (User validated)

Use your standard Oppenheimer login along with your Oppenheimer account number.

Retrieves current holdings and transactions dating back to at least 2007.

OppenheimerFunds Inc.    
OptionsExpress Yes (User validated) Retrieves current holdings and at least 6 months of transactions.
OptionsHouse Not Supported OptionsHouse does not support the “direct connect” standard. You may be able to download your data in OFX, QFX, QIF or CSV formats, then import that data into StockMarketEye.
Pershing Advisor Solutions    
PNC Bank    
Prudential Retirement YES (User validated)

Use your username and password that you use to login to their website. The password format is special and is described on the documents on their website.

Current holdings and transactions going back about 13 months.

Raymond James YES (User validated) Current holdings and transactions going back 24 months.
RBC Dain Rauscher YES (User validated)

Also known as RBC Wealth Management.

Current holdings and transactions going back 24 months.

Scottrade YES (User validated)

Use your Scottrade account number in both the “Account Number” and “Username” fields. Password should be the same that you use to login to the Scottrade website.

Current holdings and transactions back about 18 months.

Note: transactions downloaded from Scottrade do not seem to include ‘split’ transactions or ‘shares out’ transactions. You can add these transactions after the download so that the transactions will sync with the Prices view.

ShareBuilder YES (User validated)

In the “Password” field, enter your secure access code. See the ShareBuilder website for details.

At least 1 years worth of transactions and current holdings.

Stifel Nicolaus YES (User validated) Current holdings and transactions going back XX months.
T. Rowe Price (Brokerage) YES (User validated)

For T. Rowe Price brokerage accounts.

Current holdings and some transactions.

T. Rowe Price (Retail) NO, not supported. For non-brokerage and non-retirement plan accounts.
T. Rowe Price Retirement Plans YES (User validated)

For retirement plan accounts.

Current holdings and 12 months of transactions.

TD Ameritrade YES (User validated)

Current holdings and transactions going back 2 years.

If your usual username/password do not work, try using your account number in both the “Account Number” and “Username” fields, and use your 4-digit Ameritrade PIN as the password. You may also try with the username all in lowercase.

TD Ameritrade Institutional [a.k.a. Advisor Client] (use “TD Ameritrade” in brokerage import - See additional info) YES (User validated)

Current holdings and transactions going back about 2 years.

Your AdvisorClient account needs to be enabled by TD Ameritrade Institutional for electronic downloading into Quicken. This is quickly done with a telephone call to TD Ameritrade Institutional support, asking them to enable your AdvisorClient accounts for Quicken’s direct connect. They will give you a username and password that you can use. If they offer to walk you through setting up the accounts in Quicken, you can decline ans say you’ll do it yourself.

Use the “TD Ameritrade” brokerage in StockMarketEye with the username/password given you by the TD Ameritrade Institutional support.

TIAA-CREF YES (User validated) Retirement accounts.
TIAA-CREF Brokerage Services   Brokerage accounts only.
TradeKing Not Supported! TradeKing unfortunately does not support the “direct connect” standard. However, you may be able to download OFX or QIF formatted files from your account at TradeKing. These files can then be imported into StockMarketEye.
UBS Financial Services Inc. YES (User validated) UBS requires that you import each account separately. This means, you will need to enter the account number, along with your username and password. Then repeat that process for each account.
USAA Investments YES (User validated)

Use your USAA id number as the “Username” and your USAA Personal Identification Number (PIN) for the “Password”.

Up to 18 months of data.

Utah Educational Savings Plan YES (User validated)

Use your account number and the username and password that you use to login to their website.

Current positions and about 4 - 5 months of transactions.

The Vanguard Group YES (User validated)

Username and password are those that you use to login to the Vanguard website.

Current holdings and transactions going back 18 months.

Note: Typically, you should turn off the “cash balance” in the imported StockMarketEye portfolio, since Vanguard does not use a cash balance (your available cash balance is in the Money Market fund [VMMXX]). You can do this in the portfolio’s Settings window, in the “Portfolio” tab. Uncheck the option, “Include a cash balance”.

Voya Financial Advisors, Inc.    
Voya Institutional Plan Services    
Wedbush Bank Unverified May not work.
Wells Fargo Advisors YES (User validated) May require a wait of 2 business days after the first attempt before data can be downloaded.
Wells Fargo Investments    

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