How To Export Trade History From Merrill
Merril integration is currently in progess and will be released by the end of February 2024. To upload your transaction history from Merrill, please follow the steps below and then send your CSV to our Integrations team at integrations@traderfyles.com to be formatted at no additional charge to our TraderFyles format that can be uploaded into your tax report.
BoA / Merrill Edge / Merrill Lynch Import Instructions:
General Procedure for importing from a downloaded CSV file:
1. Log in to your account on the Merrill Edge website and hold your mouse over Accounts. Under "Account Resources", click on Download Account Data:
2. Under (1) Choose Category or Account - select your account.
3. Under (2) Choose Application select Spreadsheets and Text.
4. Under (3) Choose Settings select Activity
- under Activity Filters check Security Transactions and uncheck all the rest
- next to "Settlement dates" select "Custom Range"
- use the calendar dropdowns to select from and to dates:
5. Under (4) Download select Comma-Separated Spreadsheet (.CSV)
- click each Download button for a CSV file of 3 months of trade history at a time.
6. Save your file on your desktop.