Broker: DATEK   (Back to Home)  wpe7.jpg (821 bytes)

Website:
http://www.datek.com

DATEK unfortunately does not proved a download function (yet)

First login to your account at the DATEK web site:
click wpe1C.jpg (1702 bytes)

Then select "History" from the "Account Services" menu:
wpe1D.jpg (8679 bytes)

DATEK will present you by default with transactions for the current month:
wpe1E.jpg (2221 bytes)

Select the time period you would like to save at the top:
wpe1F.jpg (5801 bytes)

If you have a lot of transactions in that month DATEK will show you the Page list:
(In this example there are 3 pages)
wpe20.jpg (10593 bytes)

Once the page has completely loaded,
double click on the "Summary" word
to shift the focus to the transaction section:
wpe21.jpg (2460 bytes)

Highlight ALL the transactions on the current page:
Select "Select All" from the "Edit" Menu (or Ctrl+A):
wpe22.jpg (8610 bytes)


All the text on the page should be highlighted and ready for copying:
wpe23.jpg (15038 bytes)

Copy the entire web page text to the windows clipboard
Select "Copy" from the "Edit" menu (or Ctrl+C):
wpe26.jpg (8792 bytes)

Allow a few seconds for the system to complete the data transfer!

Start StockTax and
Press 2
(or click on the "Select your Data Files" button shown below)
Data1.jpg (4498 bytes)

The save confirm box should appear:
Click on the YES button:
wpe24.jpg (9454 bytes)

StockTax will bring up a "Save As" window and prompt you for the text output filename.
StockTax will by default position you into the default data folder "\StockTax\YourData".
Enter a name like "DATEK200010pg1.txt" and click on the SAVE button:
wpe27.jpg (20772 bytes)

Once the text is saved StockTax will show you a confirmation box like:
wpe28.jpg (9480 bytes)

Start StockTax and select DATEK from the broker list in Step1 and
the select the newly saved DATEK Transaction file(s) in Step2

Generate the Report in Step4