I transferred funds from Firstrade to IBKR but for the life of me I can’t correctly update the data in Capitally using any import methods.
Import attempt:
Firstrade : Account history (old version)
returns messages:
Transaction ISHARES TR ISHARES CORE DIVIDEND GROWTH ETF TRANSFER TO INTERACTIVE BRO ACATxxxxxxxxx BOS xxxx is not currently supported
Transaction J P MORGAN EXCHANGE-TRADED FD TR J P MORGAN NASDAQ EQUITY PREMIUM INCOME ETF TRANSFER TO INTERACTIVE BRO ACATxxxxxxxxx BOS xxxx is not currently supported
Transaction SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF TRANSFER TO INTERACTIVE BRO ACATxxxxxxxxx BOS xxxx is not currently supported
Import attempt:
Firstrade : Account history (Invest 3.0)
returns messages:
Invalid date “12/26/2025” (× 2)
Invalid date “12/31/2025”
Transaction rebate for wire 2025-02-07 is not currently supported
Transaction REBATE FOR WIRE 2025-05-05 is not currently supported
Transaction TRANSFER FEE $ 55.00 is not currently supported
Transaction TRANSFER TO INTERACTIVE BRO ACATxxxxxxxxx BOS xxxx is not currently supported
Import from IBKR does not include transfer information and duplicates positions, not removing those from Firstrade.
Is it possible to handle transfers during imports?