1. Log in to your Interactive Brokers account using your User Name and Password.
2. Select the menu drop-down icon in the top left of the Client Portal as shown below. This will open menu options.
3. Select Reports.
4. Under Statements, Third-Party Downloads select TradeLog.
5. Select the desired Period, Custom Date Range is often best.
Select the desired From and To dates (maximum spread of 365 days).
6. Save the TLG file to your "Documents/tradelog/import" folder.
7. Run TradeLog and select the appropriate account tab in your tax year file.
8. Go to the Account tab at the top and click the from File button.
9. Select the TLG file you just downloaded and click on Open.
10. Your trades will be automatically imported and matched.