iCreateOFX Investment is an investment CSV to OFX converter for converting your brokerage CSV files to OFX.

At launch, iCreateOFX Investment supports Ameritrade, Fidelity, Scottrade, Wells Fargo Advisors, PPS Inc, Investment QIF files, Retirement Strategies Inc and Charles Schwab CSV file conversion to OFX. In addition, the program ships with a Generic script for converting CSV files with a layout described in the user guide. Support for other brokerage houses is only subject to submiting the CSV file header / layout.

Currently supported transactions are:

1. Buys - Stocks, Debt (bonds) and Other

2. Sells - Stocks, Debt (bonds) and Other

3. Position - Stocks, Debt (bonds) and Other

4. Cash - Deposits, Withdrawals and re-invest

5. Journal* - Stocks

* The program does not currently support custom sub-accounts. This may be incorporated in later releases subject to demand.

The program is available for download on a NO obligation 30 Day trial period. An introductory license fee of GBP 9.99 (or equivalent) is payable at the end of / or during the trial period and is subject to change without notice.