thinkorswim: Can't Filter by Underlying

You may accidentally be filtering Account Statement tab in thinkorswim on a specific underlying, which doesn't play nicely with Wingman. Here's the quick fix:

1. To fix this error, go to Account Statement, remove the underlying from the search bar at the top, labeled "Show by symbol" (see screenshot below).

2. Hit "Enter" (or "Return") on your keyboard to have it reflect this deletion.

3. Then re-export and try importing to Wingman again.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us