thinkorswim Trades CSV Instructions

Follow these steps to download your trades CSV file from thinkorswim (Charles Schwab or TD Ameritrade) and import into Wingman.

  1. Open the thinkorswim platform.
  2. Click Account Statement tab under Monitor.
  3. Select the date range of transactions you want to import. Note: The earliest date allowed is the day you added the account to Wingman.
  4. Click Transactions in the Cash & Sweep Vehicle row and make sure all trade types under Show Transactions are checked.
  5. Click the menu icon > Export to file...
  6. 🎉Upload your file to its respective account at the top of the Import Trades page.
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