Charles Schwab Trades CSV Instructions

Follow these steps to download your trades CSV file from Charles Schwab and import into Wingman.

  1. Once logged onto your Schwab account on www.schwab.com, select the Accounts tab and History submenu (#1 in screenshot below).
  2. Click the dropdown to select the appropriate account (#2 in screenshot below).
  3. Select custom date range from the Select Date Range dropdown. (#3 in screenshot below) Note: The earliest transaction date allowed is the day you added the account to Wingman.
  4. Click the Search button (#4 in screenshot below)
  5. Click the Export link on the right (#5 in screenshot below)
  6. Click OK and save the file to any folder on your computer.
  7. 🎉Final Step: Upload your file to its respective account at the top of the Import Trades page.
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