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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 and Charles Schwab CSV file conversion to OFX. In addition, the program ships with a Generic CSV script for converting CSV files with a layout described in the user guide. Support for other brokerage houses is only subject to submitting the CSV file header / layout.
The program supports all investment / brokerage transactions that are supported by the OFX specification. Investment transaction actions are preceded by the investment type, e.g for a stock buy the action is Stock - Buy and for a mutual fund buy Mutual Fund - Buy. QIF files do not have support for options transactions.
Broker Name | File type(s) / description |
---|---|
Allan Gray (ZA) | CSV files |
BMO Investorline | CSV files |
Charles Schwab | CSV files |
Daily Access | CSV files |
Dodge and Cox | CSV files |
TD Ameritrade | CSV files |
Fidelity International | CSV Files |
Fidelity - UK & US | CSV Files |
Foreign & Colonial | CSV Files |
Novia Financial | CSV Files |
PPS Inc | CSV Files |
Hargreaves and Lansdown | Portfolio and transaction Summary CSV Files |
Retirement Strategies Inc | CSV Files |
Scottrade | CSV Files |
Scottrade Advisors | CSV Files |
Wells Fargo Advisor Services | CSV Files |
Vanguard | CSV Files |
Generic QIF | Investment QIF Files |
Generic CSV | Generic CSV Files |