Download Stock & Option Trades From Penson Financial Services

  1. Log into your Penson Financial Services account.
  2. Select Trade Activity from the Account Information drop down menu.
  3. Select your account from the Account drop down menu.
  4. Enter a date range using From and To.
  5. Click on the Go button.
  6. Download your data as a Comma Delimited text file.
  7. Save the download as a .txt file.