To access your GainsKeeper transactions from the GainsKeeper retail product, you will use your GainsKeeper.com Login ID and Password (case sensitive). This information will then be verified by the GainsKeeper servers and the transactions associated with your account will be imported.
To import your GainsKeeper account information into TaxAct®, follow the steps below:
GainsKeeper also partners with OptionsXpress.
To import your OptionsXpress transaction through the GainsKeeper function in TaxAct, you will need to have a GainsKeeper account associated with your OptionsXpress account.
On the GainsKeeper login screen you will enter your account information as follows:
For the GainsKeeper.com Login ID, you will enter your OptionsXpress user ID followed by "@OX" (without the quotes). Example: test123@OX.
For the GainsKeeper.com Password, you will enter your OptionsXpress password.