Depending on applicable regulations or business limitations, specific API requests may not be available for your use.

Get an Account Tax Download

This request returns a specific Tax Exchange Format (.TXF) file for a brokerage account.

.TXF formatted files are only produced for taxable accounts, and can be imported into popular tax software from providers such as Quicken and TurboTax.

Request URL

Syntax GET /restapi/accounts/{accountnumber}/downloads/txf/{year}
Example URL

Response Example

[This call returns a .txf file]

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