RSS Feed
Knowledgebase : 04 Sync - Brokers Setup, Manual, Automatic and Logging
     
Fidelity Sync Results Comments: 1. Regarding the Sync request and response. TA will send a request using the range provide in the configuration. If sync is set to automatic then it requests data from the last date to present. If set to manual then...
Fidelity Sync Setup Visit this page: http://tradeaccountant.com/html/conversion/brokers/Fidelity/setup.html We had success after using the same information that matched what was on the Fidelity site. It may also help to contact them and confi...
OptionsHouse Sync: We understand they clear through Penson but are on our own to figure out details. Sometimes there is an issue with getting Penson to work for a new account. We have notes on this page for that issue. See this page: http://tr...
Problems with thinkorswim Sync 20110308 Question: Everytime I try to sync my accounts to thinkorswim, the sync fails and I get an error message about an invalid login or password. I have contacted thinkorswim and they confirmed the format for the l...
Topic: Schwab Download Work Around for TAPro 3.8 Seems there is an issue with TA 3.8 and Schwab sync. We are not able to rush an update to market before April 15, however we do have a work around. Use a prior version of TA to sync the data. 1. Copy you...
Regarding: Sync Date Range Management Q. When I sync the next time will the program know to add only the trades occurring after today's date or do I need to be careful not to get duplicate entries. A. TAPro manages the sync date range if the contro...
Regarding: Sync Settings Keywords: Prior year, Not Grouped, Tax Report When syncing data it is good to sync more than the tax year of interest. By including prior years then TA can find the original opening trades if they were not part of the year in...
Sync Time Out: Stops at 50% - Comments: "This has worked fine until this past week when 1 of my accounts suddenly started stopping at the 50% mark of the sync download (the other accounts completed). However, when the sync download hits 50% my CP...
Regarding thinkorswim sync. Ameritrade has made changes that are out of our control. Can you ask them to actively support sync. Also let them know it was working then stopped but there was not change to the software. \
Regarding: TOS (thinkorswim) Sync Problem Solved on March 19, 2011 We have solved the puzzle regarding sync with TOS! Seems a change was applied to the Penson server. This weekend we will release an update to TAPro with this problem fixed. We ...
Help Desk Software by Kayako ta.helpserve.com