Every integration, from broker import to tax-software export
Data flows in from your broker and out to your filing software. Every integration is purpose-built, version-aware, and honestly badged with its current status.
Direct Investing
Direct Investing
Data in — broker integrations
Import trade history through versioned, format-aware adapters. Every row is classified as a supported trade, retained cash-only activity, or a blocking event that requires review.
Wealthsimple
Format-aware activity CSV mapping for buys, sells and DRIPs. Cash-only rows are retained as evidence; transfers and corporate actions are blocked for their dedicated workflows.
Questrade
Versioned transaction CSV mapping with trade and settlement dates, commissions, currencies and account identifiers.
Interactive Brokers
Multi-section activity and Flex Query CSV extraction with compact timestamps, side codes, commissions and CAD/USD trade currencies.
TD Direct Investing
Format-aware activity CSV mapping for supported trades. Non-trade cash activity is retained without entering the ACB ledger.
RBC Direct Investing
Format-aware transaction CSV mapping with explicit review for unrecognized activity and missing tax fields.
National Bank Direct Brokerage
English/French and pipe-delimited transaction mapping. Return of capital and corporate actions are routed to dedicated workflows instead of being guessed.
CIBC Investor's Edge
Format-aware Canadian brokerage CSV mapping with strict transaction-type, date, quantity, amount and currency validation.
Scotia iTRADE
Format-aware Canadian brokerage CSV mapping with strict transaction-type, date, quantity, amount and currency validation.
Qtrade Direct Investing
Format-aware Canadian brokerage CSV mapping with strict transaction-type, date, quantity, amount and currency validation.
Desjardins Disnat
Format-aware Canadian brokerage CSV mapping with strict transaction-type, date, quantity, amount and currency validation.
CI Direct Investing
Format-aware Canadian brokerage CSV mapping with strict transaction-type, date, quantity, amount and currency validation.
Manulife Securities
PDF statements only — no native CSV export. Enter trades manually in the Sched3 dashboard, or convert your PDF statement to CSV with a third-party tool and upload for review.
Sun Life
PDF statements only — no native CSV export. Enter trades manually in the Sched3 dashboard, or convert your PDF statement to CSV with a third-party tool and upload for review.
Any CSV
Bring a custom CSV and review the column mapping. Unknown activities and incomplete tax fields are blocked rather than silently converted into trades.
Data out — filing software
Export a versioned, checksum-verified TaxCycle beta package or a guided ProFile/DT Max workpaper with control totals.
TaxCycle
Beta: upload your firm's TaxCycle template and generate a field-code-mapped XLSX for Excel import. Compatibility remains in validation until the exact TaxCycle build is recorded.
Intuit ProFile
A polished, copy/paste-friendly workbook with ordered ProFile S3Details rows, a transfer checklist, and control totals. This is a guided transfer, not a direct connection.
DT Max
An ordered keyword workpaper for DT Max capital-gains entry, pre-grouped by security or disposition and backed by control totals. This is not a direct connection.
Every export ships three artifacts
Filing handoff — TaxCycle beta XLSX, guided ProFile workbook, or ordered DT Max workpaper
PDF workpaper — branded, print-ready, every disposition row and control total
Audit ZIP — filing file, workpaper, manifest, source lineage, and README
CRA alignment — Auto-fill My Return
Sched3 reconciles calculated values against imported T5008/AFR evidence, documenting every retained, replaced, aggregated or excluded amount. It is not a direct CRA connection.
Frequently asked
Which file formats does Sched3 import?
CSV and Excel files from Wealthsimple, Questrade, Interactive Brokers, TD, RBC, and National Bank — plus a flexible custom CSV mapper that works for any brokerage with date, security, quantity, and price columns.
Do I need to clean up my broker CSV before importing?
No. Sched3 auto-maps columns from each supported broker, handles header variations, normalizes date formats, converts currencies, and validates each row on import. If something doesn't parse, it tells you exactly which row and why.
How does the TaxCycle integration differ from a generic export?
Sched3's TaxCycle beta produces an XLSX mapped to your firm's field codes for TaxCycle's standard Excel import and carries control totals for verification. It remains beta until the exact TaxCycle build is validated and recorded.
What does 'in validation' mean for TaxCycle?
The adapter produces correct output for every template we've tested, but we're actively running golden fixtures through real TaxCycle installations to document exact version compatibility. The status will move to 'supported' once vendor validation is complete.
Will you add more integrations?
Yes. The adapter architecture is designed for it. Wealthica, Sharesight data import, and CRA My Account XML are on the research list. If your broker or software isn't listed, let us know — the custom CSV mapper covers most cases today.
Drop in your first broker file free — Sched3 maps it automatically. No credit card, no configuration.
Start free