How To Export Trade History From Hilltop Securities
We are currently experiencing an error with our Hilltop Securities parser. The error should be fixed by no later than the end of February 2024. If you need assistance uploading your transaction history, please email your CSV file(s) to integrations@traderfyles.com. Our team will format the file into our TraderFyles format and send it back within 24 hours and then you can upload that file to your tax report.
Log in to your Hilltop Securities account here: https://clientexp.hilltopsecurities.com/hilltopsecuritiesinc/LogIn.
Select Account, then click on the Activity tab.
From the dropdowns, choose Date Range, choose Custom.
The choose January 1 as your start date of the tax year you are exporting, choose December 31, then click Submit.
Click on Download at the top of the page.
An Export Data window will popup. Make sure All columns is selected and click Export. You are ready to upload to TraderFyles.
