Can I add historical data to my External Accounts?

Contacts can be added manually, or in bulk via Excel spreadsheet or VCard File.

Additional Information…

The stock borrow Fee Rate is available via the API using the Historical Data Function. This data is available in various units of duration up to the present moment and additional information is…

When uploading historical data via CSV file, the upload file can contain three types of records: Position, Asset Transaction and Cash Transaction. You may include multiple record types in the same upload file.

See the supported File Formats…

Yes, you can include external accounts in your Tax Planner. Click the + icon in the top right corner of the Accounts panel, then select Link External Account to log in to your other financial institution. You can also add Offline Accounts…