If you file your own taxes or use an accountant, you can easily download a CSV spreadsheet containing all of your Titan tax data.
Simply follow the following instructions to download a .CSV file that can be opened in Microsoft Excel and other popular spreadsheet tools:
- If you haven't previously done so, create a user ID on Apex's website with your Titan account number. On the first signup page be sure to select "10-Apex Clearing Corporation" in the "Firm" dropdown menu.
- After account creation is completed, login to your Apex Clearing account.
- Click "Apex Online Menu" in the top left and then click "Activity" in the dropdown menu
- Enter your Apex account number, as well as the desired start and end date for the period whose activity you'd like to download, then click "Submit."
- After the results appear, click "Export to CSV" towards the right of the page to download the displayed account activity into a .CSV file.