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Optionsxpress Login My Account – www.optionsxpress.com

Optionsxpress Login – OptionsXpress, Inc. will make no investment suggestions and will not supply financial, tax or legal advice. Content and tools are offered for educational and informational purposes only. Any stock, options, or futures symbols displayed are for demonstrative reasons only as they are not intended to portray a recommendation to buy or sell a particular security. Products and services intended for U.S. customers that cannot be available or offered in other jurisdictions.

Optionsxpress Login My Account

It’s possible to download your transaction information from your OptionsXpress account into an Excel document. You can then convert this Excel document into a CSV file to be able to import into TaxAct.

To export the Excel document from your own OptionsXpress account:

  1. Go in to the OptionsXpress website
  2. Click on LOGIN at the top associated with screen
  3. Type in your Username and Password. Select Account Activity right from the start Page drop down menu. Click Secure Login.
  4. Enter 1/1/2013 and 12/31/2013 within the period date fields. Click Go.
  5. In the middle of the screen you can expect to see a drop down menu next to your text Download this activity to. Choose Excel from the drop down menu and then click Download
  6. Save this document to your computer or laptop